+17.9%
ONDS vs BEN
+93.1%
-75.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | +0.4% |
| 7D | -5.0% | +0.3% | -5.3% | -5.3% |
| 30D | -25.6% | +0.9% | -26.5% | -26.1% |
| 3M | -22.1% | +9.2% | -31.3% | -26.6% |
| 6M | -27.6% | +36.8% | -64.3% | -42.0% |
| YTD | -25.7% | +44.4% | -70.1% | -43.3% |
| 1Y | +30.4% | +45.8% | -15.4% | -0.8% |
| 3Y | +695.0% | +52.5% | +642.4% | +471.9% |
| 5Y | -2.2% | +37.7% | -39.8% | -25.3% |
| All | +17.9% | +93.1% | -75.2% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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