+35.5%
XLV vs ONDS
-2.3%
+37.8%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -3.6% | -5.1% | +1.6% | -3.5% |
| 30D | -1.8% | -26.0% | +24.2% | -1.4% |
| 3M | +7.8% | -26.4% | +34.2% | +8.2% |
| 6M | +9.1% | -26.4% | +35.6% | +9.2% |
| YTD | +7.7% | -25.9% | +33.7% | +7.6% |
| 1Y | +20.4% | +12.6% | +7.8% | +18.4% |
| 3Y | +30.8% | +706.9% | -676.2% | +17.2% |
| All | +35.5% | -2.3% | +37.8% | +29.2% |
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