-3.6%
ONDS vs XLI
+80.9%
-84.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.3% | -2.2% |
| 7D | -5.1% | -1.7% | -3.5% | -2.2% |
| 30D | -26.0% | -7.3% | -18.7% | -15.1% |
| 3M | -26.4% | -1.3% | -25.1% | -23.9% |
| 6M | -26.4% | +2.2% | -28.7% | -28.5% |
| YTD | -25.9% | +11.7% | -37.6% | -38.3% |
| 1Y | +12.6% | +14.3% | -1.6% | -8.4% |
| 3Y | +706.9% | +70.3% | +636.6% | +260.9% |
| All | -3.6% | +80.9% | -84.5% | -57.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling