+709.2%
ONDS vs XLI
+68.2%
+641.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | +0.9% |
| 7D | -5.0% | -2.3% | -2.7% | -0.4% |
| 30D | -25.6% | -8.2% | -17.4% | -11.4% |
| 3M | -22.1% | +0.8% | -22.9% | -22.4% |
| 6M | -27.6% | +0.8% | -28.4% | -28.2% |
| YTD | -25.7% | +10.5% | -36.2% | -39.2% |
| 1Y | +30.4% | +14.1% | +16.3% | +2.1% |
| All | +709.2% | +68.2% | +641.0% | +123.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 3y: compounded portfolio wealth divided by compounded XLI 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…
3y analysis · Full analysis span regression · 6 months rolling