+225.7%
XLE vs ONDS
-4.0%
+229.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | 0.0% | +8.2% | -8.2% | -0.2% |
| 30D | +12.6% | -16.4% | +29.0% | +13.1% |
| 3M | +11.8% | -26.0% | +37.9% | +12.5% |
| 6M | +16.1% | -22.5% | +38.6% | +16.1% |
| YTD | +46.9% | -21.9% | +68.8% | +46.3% |
| 1Y | +53.3% | +25.7% | +27.5% | +49.1% |
| 3Y | +54.9% | +735.5% | -680.6% | +33.8% |
| 5Y | +225.7% | -0.1% | +225.8% | +211.2% |
| All | +225.7% | -4.0% | +229.7% | +211.2% |
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