+39.6%
SHOP vs ONDS
-13.3%
+52.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.2% | +0.7% |
| 7D | -1.2% | -3.3% | +2.1% | -0.8% |
| 30D | -14.7% | -16.0% | +1.2% | -13.0% |
| 3M | -7.2% | -42.1% | +34.9% | 0.0% |
| 6M | +54.2% | -41.8% | +95.9% | +62.3% |
| YTD | -8.6% | -47.1% | +38.5% | -4.3% |
| 1Y | +0.5% | -21.3% | +21.9% | -3.2% |
| 3Y | +135.9% | +695.1% | -559.1% | +12.0% |
| 5Y | -11.9% | -50.0% | +38.2% | -30.3% |
| All | +39.6% | -13.3% | +52.8% | +13.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling