+17.9%
ONDS vs BHP
+127.8%
-109.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.3% | +4.8% | +2.6% |
| 7D | -5.0% | -3.7% | -1.3% | -3.0% |
| 30D | -25.6% | -0.8% | -24.7% | -25.2% |
| 3M | -22.1% | +7.6% | -29.7% | -25.2% |
| 6M | -27.6% | +20.8% | -48.4% | -34.6% |
| YTD | -25.7% | +50.8% | -76.5% | -40.1% |
| 1Y | +30.4% | +70.9% | -40.5% | -1.1% |
| 3Y | +695.0% | +78.0% | +617.0% | +479.9% |
| 5Y | -2.2% | +113.1% | -115.2% | -34.9% |
| All | +17.9% | +127.8% | -109.9% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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