-3.3%
ONDS vs XYZ
-68.2%
+64.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -5.0% | -5.2% | +0.2% | -2.5% |
| 30D | -25.6% | 0.0% | -25.6% | -25.6% |
| 3M | -22.1% | +18.7% | -40.8% | -29.1% |
| 6M | -27.6% | +20.5% | -48.1% | -33.7% |
| YTD | -25.7% | +21.5% | -47.2% | -33.4% |
| 1Y | +30.4% | +7.2% | +23.2% | +23.3% |
| 3Y | +695.0% | +49.0% | +646.0% | +477.6% |
| All | -3.3% | -68.2% | +64.9% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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