+247.9%
SOXX vs ONDS
-2.3%
+250.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.1% | +1.9% |
| 7D | +1.4% | -5.1% | +6.5% | +1.9% |
| 30D | -3.6% | -26.0% | +22.4% | -0.7% |
| 3M | -10.2% | -26.4% | +16.3% | -7.7% |
| 6M | +54.2% | -26.4% | +80.7% | +56.8% |
| YTD | +75.2% | -25.9% | +101.1% | +76.2% |
| 1Y | +107.5% | +12.6% | +94.9% | +95.8% |
| 3Y | +226.8% | +706.9% | -480.2% | +115.8% |
| All | +247.9% | -2.3% | +250.2% | +206.7% |
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