+23.9%
ONDS vs BEN
+98.8%
-74.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.2% |
| 7D | +8.2% | +4.7% | +3.6% | +4.5% |
| 30D | -16.4% | +2.6% | -19.0% | -18.0% |
| 3M | -26.0% | +11.5% | -37.5% | -31.4% |
| 6M | -22.5% | +35.3% | -57.8% | -37.5% |
| YTD | -21.9% | +48.6% | -70.6% | -41.7% |
| 1Y | +25.7% | +46.7% | -20.9% | -4.7% |
| 3Y | +735.5% | +57.0% | +678.5% | +488.2% |
| 5Y | -0.1% | +41.8% | -42.0% | -25.4% |
| All | +23.9% | +98.8% | -74.8% | -28.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling