+299.0%
XLE vs ONDS
+22.5%
+276.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.3% | +5.2% | +1.0% |
| 7D | +0.3% | -4.2% | +4.5% | +0.4% |
| 30D | +8.5% | -21.7% | +30.2% | +9.2% |
| 3M | +14.6% | -24.5% | +39.1% | +15.3% |
| 6M | +17.6% | -25.0% | +42.6% | +17.7% |
| YTD | +48.1% | -25.3% | +73.4% | +47.7% |
| 1Y | +53.8% | +33.8% | +20.0% | +49.0% |
| 3Y | +56.2% | +699.3% | -643.1% | +33.3% |
| 5Y | +227.7% | -5.2% | +232.9% | +203.1% |
| All | +299.0% | +22.5% | +276.5% | +258.0% |
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