+94.3%
ORCL vs ONDS
-4.0%
+98.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +15.0% | +8.2% | +6.8% | +14.3% |
| 30D | +10.5% | -16.4% | +26.9% | +12.0% |
| 3M | -23.0% | -26.0% | +3.0% | -21.5% |
| 6M | +7.0% | -22.5% | +29.5% | +8.3% |
| YTD | -15.8% | -21.9% | +6.1% | -15.4% |
| 1Y | -31.1% | +25.7% | -56.8% | -33.9% |
| 3Y | +33.3% | +735.5% | -702.2% | +5.7% |
| 5Y | +94.3% | -0.1% | +94.4% | +75.2% |
| All | +94.3% | -4.0% | +98.3% | +75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONDS.
Daily Out/Under-Performance
Portfolio return minus ONDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONDS 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 ONDS 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