+23.9%
ONDS vs BBWI
-30.1%
+54.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +1.2% |
| 7D | +8.2% | +1.6% | +6.7% | +7.5% |
| 30D | -16.4% | -6.2% | -10.1% | -14.9% |
| 3M | -26.0% | +4.3% | -30.4% | -28.7% |
| 6M | -22.5% | -7.2% | -15.3% | -22.9% |
| YTD | -21.9% | -3.0% | -18.9% | -24.7% |
| 1Y | +25.7% | -30.8% | +56.5% | +38.8% |
| 3Y | +735.5% | -43.4% | +778.9% | +828.3% |
| 5Y | -0.1% | -66.7% | +66.6% | +36.9% |
| All | +23.9% | -30.1% | +54.0% | +49.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling