+64.0%
XLE vs ONDS
+1,029.8%
-965.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.7% | +7.1% | +0.5% |
| 7D | -6.7% | -3.8% | -2.9% | -6.7% |
| 30D | -4.4% | -17.2% | +12.8% | -4.2% |
| 3M | +4.0% | -40.2% | +44.2% | +4.6% |
| 6M | +13.2% | -38.5% | +51.7% | +13.5% |
| YTD | +41.9% | -42.9% | +84.8% | +42.1% |
| 1Y | +41.6% | -5.3% | +46.9% | +40.0% |
| 3Y | +64.0% | +820.7% | -756.7% | +53.0% |
| All | +64.0% | +1,029.8% | -965.8% | +53.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling