+17.6%
ONDS vs XLU
+59.9%
-42.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -5.1% | -1.6% | -3.5% | -4.2% |
| 30D | -26.0% | -3.3% | -22.7% | -24.6% |
| 3M | -26.4% | -3.2% | -23.3% | -25.5% |
| 6M | -26.4% | -7.0% | -19.5% | -23.8% |
| YTD | -25.9% | +0.6% | -26.6% | -27.3% |
| 1Y | +12.6% | +2.4% | +10.2% | +9.7% |
| 3Y | +706.9% | +46.3% | +660.7% | +544.7% |
| 5Y | -2.4% | +44.0% | -46.4% | -18.7% |
| All | +17.6% | +59.9% | -42.3% | -6.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling