+63.2%
XLF vs ONDS
-2.0%
+65.2%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | -2.9% | -5.0% | +2.1% | -2.7% |
| 30D | -1.6% | -25.6% | +24.0% | -0.6% |
| 3M | +9.3% | -22.1% | +31.4% | +9.9% |
| 6M | +14.6% | -27.6% | +42.2% | +15.0% |
| YTD | +4.7% | -25.7% | +30.5% | +4.5% |
| 1Y | +8.6% | +30.4% | -21.8% | +4.8% |
| 3Y | +73.9% | +695.0% | -621.1% | +44.6% |
| All | +63.2% | -2.0% | +65.2% | +51.9% |
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