+64.2%
T vs ONDS
-3.7%
+67.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.3% | +2.6% | -1.7% |
| 7D | -3.1% | -4.2% | +1.1% | -3.1% |
| 30D | +4.6% | -21.7% | +26.3% | +4.7% |
| 3M | +12.2% | -24.5% | +36.7% | +12.4% |
| 6M | -6.5% | -25.0% | +18.5% | -6.4% |
| YTD | +4.9% | -25.3% | +30.2% | +4.8% |
| 1Y | -10.5% | +33.8% | -44.2% | -11.7% |
| 3Y | +104.6% | +699.3% | -594.8% | +86.1% |
| 5Y | +64.2% | -5.2% | +69.4% | +56.4% |
| All | +64.2% | -3.7% | +67.9% | +56.4% |
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