-37.2%
TLT vs ONDS
+21.8%
-59.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.6% | -1.2% |
| 7D | -1.6% | -5.0% | +3.4% | -1.6% |
| 30D | -1.3% | -25.6% | +24.2% | -1.3% |
| 3M | -3.7% | -22.1% | +18.4% | -3.7% |
| 6M | -6.4% | -27.6% | +21.2% | -6.3% |
| YTD | -4.5% | -25.7% | +21.2% | -4.4% |
| 1Y | -5.9% | +30.4% | -36.3% | -5.8% |
| 3Y | -2.8% | +695.0% | -697.8% | -2.6% |
| 5Y | -35.1% | -2.2% | -32.9% | -36.0% |
| All | -37.2% | +21.8% | -59.0% | -38.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling