+61.5%
XLV vs ONDS
+21.8%
+39.6%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | -0.5% |
| 7D | -4.4% | -5.0% | +0.6% | -4.3% |
| 30D | -1.4% | -25.6% | +24.2% | -1.0% |
| 3M | +8.9% | -22.1% | +31.0% | +9.2% |
| 6M | +9.1% | -27.6% | +36.7% | +9.2% |
| YTD | +7.9% | -25.7% | +33.6% | +7.8% |
| 1Y | +22.7% | +30.4% | -7.7% | +20.4% |
| 3Y | +31.9% | +695.0% | -663.0% | +19.5% |
| 5Y | +34.9% | -2.2% | +37.0% | +27.0% |
| All | +61.5% | +21.8% | +39.6% | +51.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling