+17.6%
ONDS vs YUM
+49.3%
-31.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.7% |
| 7D | -5.1% | -6.1% | +0.9% | -2.3% |
| 30D | -26.0% | -5.8% | -20.2% | -24.3% |
| 3M | -26.4% | -7.6% | -18.8% | -24.7% |
| 6M | -26.4% | -9.1% | -17.3% | -24.6% |
| YTD | -25.9% | -5.5% | -20.4% | -26.9% |
| 1Y | +12.6% | -3.7% | +16.3% | +8.2% |
| 3Y | +706.9% | +17.8% | +689.1% | +519.3% |
| 5Y | -2.4% | +19.3% | -21.7% | -26.8% |
| All | +17.6% | +49.3% | -31.7% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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