+107.6%
JNJ vs ONDS
+21.8%
+85.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | -0.3% |
| 7D | -4.3% | -5.0% | +0.6% | -4.4% |
| 30D | +3.0% | -25.6% | +28.6% | +2.9% |
| 3M | +12.2% | -22.1% | +34.4% | +12.2% |
| 6M | +10.5% | -27.6% | +38.0% | +10.4% |
| YTD | +30.8% | -25.7% | +56.5% | +30.7% |
| 1Y | +54.9% | +30.4% | +24.5% | +54.7% |
| 3Y | +80.7% | +695.0% | -614.3% | +78.5% |
| 5Y | +83.4% | -2.2% | +85.6% | +81.8% |
| All | +107.6% | +21.8% | +85.7% | +100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling