+67.7%
V vs ONDS
-3.7%
+71.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.3% | +4.0% | -0.2% |
| 7D | -2.9% | -4.2% | +1.3% | -2.8% |
| 30D | +1.9% | -21.7% | +23.6% | +2.5% |
| 3M | +13.2% | -24.5% | +37.7% | +13.9% |
| 6M | +16.7% | -25.0% | +41.7% | +16.8% |
| YTD | +5.4% | -25.3% | +30.7% | +5.0% |
| 1Y | +7.7% | +33.8% | -26.1% | +3.9% |
| 3Y | +52.0% | +699.3% | -647.3% | +26.3% |
| 5Y | +67.7% | -5.2% | +72.9% | +62.2% |
| All | +67.7% | -3.7% | +71.4% | +62.2% |
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