+106.5%
V vs ONDS
-10.6%
+117.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.2% | +5.9% | -1.0% |
| 7D | -0.4% | +17.7% | -18.1% | -0.8% |
| 30D | +6.3% | -20.7% | +27.0% | +6.8% |
| 3M | +17.2% | -45.5% | +62.7% | +18.8% |
| 6M | +29.2% | -41.2% | +70.4% | +30.1% |
| YTD | +20.8% | -45.5% | +66.3% | +21.1% |
| 1Y | +25.0% | -3.4% | +28.5% | +22.3% |
| 3Y | +75.3% | +779.3% | -704.1% | +46.9% |
| 5Y | +105.8% | -48.5% | +154.3% | +91.9% |
| All | +106.5% | -10.6% | +117.1% | +84.3% |
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