+443.3%
SMH vs ONDS
+22.5%
+420.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.3% | +4.4% | +0.5% |
| 7D | +4.3% | -4.2% | +8.5% | +4.7% |
| 30D | +0.9% | -21.7% | +22.6% | +3.1% |
| 3M | -2.8% | -24.5% | +21.6% | -0.6% |
| 6M | +45.6% | -25.0% | +70.6% | +47.5% |
| YTD | +59.5% | -25.3% | +84.8% | +60.0% |
| 1Y | +93.4% | +33.8% | +59.7% | +79.5% |
| 3Y | +287.1% | +699.3% | -412.2% | +161.2% |
| 5Y | +338.0% | -5.2% | +343.2% | +265.1% |
| All | +443.3% | +22.5% | +420.8% | +362.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling