+17.9%
ONDS vs XLRE
+41.4%
-23.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.4% |
| 7D | -5.0% | -2.7% | -2.3% | -1.9% |
| 30D | -25.6% | -2.3% | -23.2% | -23.7% |
| 3M | -22.1% | -3.5% | -18.7% | -20.4% |
| 6M | -27.6% | +1.9% | -29.4% | -31.3% |
| YTD | -25.7% | +8.3% | -34.1% | -35.4% |
| 1Y | +30.4% | +6.4% | +24.0% | +16.3% |
| 3Y | +695.0% | +30.2% | +664.7% | +450.5% |
| 5Y | -2.2% | +8.6% | -10.8% | -13.1% |
| All | +17.9% | +41.4% | -23.5% | -33.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling