-5.2%
ONDS vs BBWI
-68.8%
+63.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.3% | +2.0% | -1.7% |
| 7D | -4.2% | -4.4% | +0.2% | -2.5% |
| 30D | -21.7% | -7.4% | -14.3% | -19.8% |
| 3M | -24.5% | -2.2% | -22.2% | -25.4% |
| 6M | -25.0% | -16.3% | -8.7% | -22.0% |
| YTD | -25.3% | -9.1% | -16.2% | -26.1% |
| 1Y | +33.8% | -34.5% | +68.3% | +51.7% |
| 3Y | +699.3% | -47.0% | +746.3% | +810.0% |
| 5Y | -5.2% | -68.8% | +63.6% | +65.3% |
| All | -5.2% | -68.8% | +63.6% | +65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling