+17.6%
ONDS vs BBWI
-31.4%
+48.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.4% | -6.7% | -2.8% |
| 7D | -5.1% | -4.8% | -0.3% | -3.4% |
| 30D | -26.0% | +3.5% | -29.5% | -27.6% |
| 3M | -26.4% | -0.3% | -26.1% | -27.9% |
| 6M | -26.4% | -5.4% | -21.1% | -27.4% |
| YTD | -25.9% | -4.7% | -21.2% | -28.1% |
| 1Y | +12.6% | -30.5% | +43.1% | +23.9% |
| 3Y | +706.9% | -44.3% | +751.2% | +801.3% |
| 5Y | -2.4% | -66.9% | +64.4% | +34.0% |
| All | +17.6% | -31.4% | +48.9% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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