-3.6%
ONDS vs XLRE
+8.4%
-12.0%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.1% | -1.3% |
| 7D | -5.1% | -1.2% | -4.0% | -3.8% |
| 30D | -26.0% | -2.4% | -23.6% | -24.1% |
| 3M | -26.4% | -2.5% | -24.0% | -25.7% |
| 6M | -26.4% | +4.0% | -30.4% | -32.1% |
| YTD | -25.9% | +9.3% | -35.2% | -36.5% |
| 1Y | +12.6% | +5.6% | +7.0% | +1.1% |
| 3Y | +706.9% | +31.3% | +675.6% | +447.7% |
| All | -3.6% | +8.4% | -12.0% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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