+289.4%
XLE vs ONDS
-3.7%
+293.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.9% | -1.0% | +1.8% |
| 7D | -0.2% | +8.7% | -9.0% | -0.6% |
| 30D | -4.0% | -14.1% | +10.1% | -3.7% |
| 3M | +4.6% | -41.2% | +45.8% | +6.0% |
| 6M | +12.3% | -39.2% | +51.5% | +13.1% |
| YTD | +44.5% | -41.3% | +85.8% | +44.9% |
| 1Y | +42.4% | -1.2% | +43.6% | +39.5% |
| 3Y | +67.0% | +847.1% | -780.1% | +41.0% |
| 5Y | +161.9% | -44.8% | +206.7% | +148.1% |
| All | +289.4% | -3.7% | +293.1% | +251.3% |
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