+149.2%
SOXL vs ONDS
-2.0%
+151.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.5% | -7.5% | -7.9% |
| 7D | +8.5% | -5.0% | +13.4% | +10.1% |
| 30D | -13.0% | -25.6% | +12.6% | -5.1% |
| 3M | -35.9% | -22.1% | -13.8% | -29.4% |
| 6M | +112.1% | -27.6% | +139.6% | +135.5% |
| YTD | +175.4% | -25.7% | +201.1% | +198.0% |
| 1Y | +304.9% | +30.4% | +274.5% | +251.4% |
| 3Y | +448.6% | +695.0% | -246.4% | +82.3% |
| All | +149.2% | -2.0% | +151.3% | +113.4% |
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 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