-5.2%
ONDS vs XLB
+35.5%
-40.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.3% | -2.8% |
| 7D | -4.2% | -2.9% | -1.3% | -0.1% |
| 30D | -21.7% | -3.4% | -18.3% | -17.6% |
| 3M | -24.5% | +1.6% | -26.1% | -26.5% |
| 6M | -25.0% | +3.6% | -28.6% | -28.8% |
| YTD | -25.3% | +14.2% | -39.6% | -38.3% |
| 1Y | +33.8% | +15.6% | +18.2% | +10.2% |
| 3Y | +699.3% | +33.1% | +666.2% | +458.3% |
| 5Y | -5.2% | +35.0% | -40.3% | -30.0% |
| All | -5.2% | +35.5% | -40.7% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded XLB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling