+23.9%
ONDS vs XLI
+114.9%
-91.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.8% |
| 7D | +8.2% | +1.0% | +7.3% | +6.5% |
| 30D | -16.4% | -5.8% | -10.5% | -7.3% |
| 3M | -26.0% | +0.7% | -26.7% | -26.2% |
| 6M | -22.5% | +3.2% | -25.7% | -25.6% |
| YTD | -21.9% | +13.0% | -35.0% | -35.3% |
| 1Y | +25.7% | +16.8% | +9.0% | +0.8% |
| 3Y | +735.5% | +72.4% | +663.1% | +296.5% |
| 5Y | -0.1% | +82.8% | -82.9% | -54.1% |
| All | +23.9% | +114.9% | -91.0% | -49.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling