+17.9%
ONDS vs BAX
-64.6%
+82.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.3% |
| 7D | -5.0% | -5.4% | +0.5% | -3.3% |
| 30D | -25.6% | -12.4% | -13.2% | -22.5% |
| 3M | -22.1% | +19.1% | -41.2% | -26.9% |
| 6M | -27.6% | +38.6% | -66.2% | -35.5% |
| YTD | -25.7% | +26.7% | -52.4% | -33.0% |
| 1Y | +30.4% | +1.0% | +29.4% | +26.1% |
| 3Y | +695.0% | -33.9% | +728.8% | +757.5% |
| 5Y | -2.2% | -67.0% | +64.9% | +14.0% |
| All | +17.9% | -64.6% | +82.5% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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