+327.9%
SOXX vs ONDS
+21.8%
+306.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.7% |
| 7D | +3.0% | -5.0% | +8.0% | +3.6% |
| 30D | -3.1% | -25.6% | +22.4% | -0.4% |
| 3M | -4.4% | -22.1% | +17.7% | -2.3% |
| 6M | +52.9% | -27.6% | +80.5% | +55.6% |
| YTD | +72.0% | -25.7% | +97.7% | +72.9% |
| 1Y | +105.1% | +30.4% | +74.7% | +90.5% |
| 3Y | +220.6% | +695.0% | -474.4% | +112.4% |
| 5Y | +244.8% | -2.2% | +247.0% | +183.0% |
| All | +327.9% | +21.8% | +306.1% | +256.3% |
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