+158.1%
XLE vs ONDS
-37.5%
+195.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.7% | +7.1% | +0.6% |
| 7D | -6.7% | -3.8% | -2.9% | -6.7% |
| 30D | -4.4% | -17.2% | +12.8% | -4.1% |
| 3M | +4.0% | -40.2% | +44.2% | +5.2% |
| 6M | +13.2% | -38.5% | +51.7% | +13.8% |
| YTD | +41.9% | -42.9% | +84.8% | +42.3% |
| 1Y | +41.6% | -5.3% | +46.9% | +39.1% |
| 3Y | +64.0% | +820.7% | -756.7% | +39.6% |
| 5Y | +158.1% | -41.6% | +199.7% | +166.7% |
| All | +158.1% | -37.5% | +195.6% | +166.7% |
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