+321.0%
SMH vs ONDS
-2.0%
+323.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.4% |
| 7D | +1.4% | -5.0% | +6.4% | +1.9% |
| 30D | -2.2% | -25.6% | +23.4% | +0.4% |
| 3M | -1.9% | -22.1% | +20.3% | +0.1% |
| 6M | +41.0% | -27.6% | +68.6% | +43.3% |
| YTD | +55.6% | -25.7% | +81.3% | +56.2% |
| 1Y | +86.8% | +30.4% | +56.4% | +74.0% |
| 3Y | +277.7% | +695.0% | -417.3% | +155.4% |
| All | +321.0% | -2.0% | +323.0% | +274.9% |
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