+43.0%
ONDS vs XLU
+4.9%
+38.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | -3.5% | +0.8% | -4.4% | -3.7% |
| 30D | -14.1% | -1.3% | -12.8% | -13.9% |
| 3M | -36.3% | -1.3% | -35.0% | -36.7% |
| 6M | -27.5% | -7.6% | -19.9% | -24.9% |
| YTD | -21.9% | +2.3% | -24.2% | -27.4% |
| 1Y | +43.0% | +5.8% | +37.2% | +67.8% |
| All | +43.0% | +4.9% | +38.1% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 1y: compounded portfolio wealth divided by compounded XLU 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…
1y analysis · Full analysis span regression · 6 months rolling