+709.2%
ONDS vs XLU
+47.5%
+661.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.4% | +0.2% |
| 7D | -5.0% | -1.2% | -3.8% | -4.1% |
| 30D | -25.6% | -2.5% | -23.0% | -24.2% |
| 3M | -22.1% | -2.7% | -19.4% | -21.1% |
| 6M | -27.6% | -7.5% | -20.1% | -23.8% |
| YTD | -25.7% | +0.9% | -26.7% | -28.4% |
| 1Y | +30.4% | +3.3% | +27.1% | +23.9% |
| All | +709.2% | +47.5% | +661.7% | +437.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling