-3.3%
ONDS vs BEN
+36.0%
-39.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | +0.5% |
| 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% | -26.8% |
| 6M | -27.6% | +36.8% | -64.3% | -42.7% |
| YTD | -25.7% | +44.4% | -70.1% | -44.2% |
| 1Y | +30.4% | +45.8% | -15.4% | -2.4% |
| 3Y | +695.0% | +52.5% | +642.4% | +458.4% |
| All | -3.3% | +36.0% | -39.4% | -25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling