+109.2%
V vs ONDS
-13.3%
+122.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.0% | +4.3% | +1.4% |
| 7D | +0.9% | -3.3% | +4.2% | +1.0% |
| 30D | +9.0% | -16.0% | +24.9% | +9.3% |
| 3M | +16.7% | -42.1% | +58.8% | +18.1% |
| 6M | +33.4% | -41.8% | +75.2% | +34.3% |
| YTD | +22.4% | -47.1% | +69.5% | +22.8% |
| 1Y | +27.7% | -21.3% | +49.0% | +25.9% |
| 3Y | +78.0% | +695.1% | -617.1% | +49.8% |
| 5Y | +108.5% | -50.0% | +158.6% | +94.6% |
| All | +109.2% | -13.3% | +122.5% | +86.9% |
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