+57.0%
T vs ONDS
-49.3%
+106.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.2% | +6.8% | -0.3% |
| 7D | +1.6% | +17.7% | -16.0% | +1.6% |
| 30D | -2.9% | -20.7% | +17.8% | -2.8% |
| 3M | -7.5% | -45.5% | +38.0% | -7.2% |
| 6M | -9.9% | -41.2% | +31.2% | -9.7% |
| YTD | -6.4% | -45.5% | +39.0% | -6.4% |
| 1Y | -9.4% | -3.4% | -6.0% | -10.2% |
| 3Y | +64.9% | +779.3% | -714.5% | +48.3% |
| 5Y | +57.0% | -48.5% | +105.5% | +51.5% |
| All | +57.0% | -49.3% | +106.3% | +51.5% |
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