-3.6%
ONDS vs BHP
+110.7%
-114.3%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.1% |
| 7D | -5.1% | -3.6% | -1.5% | -3.2% |
| 30D | -26.0% | -1.2% | -24.8% | -25.5% |
| 3M | -26.4% | +1.2% | -27.6% | -26.9% |
| 6M | -26.4% | +21.4% | -47.9% | -33.6% |
| YTD | -25.9% | +50.4% | -76.3% | -39.8% |
| 1Y | +12.6% | +67.5% | -54.9% | -13.1% |
| 3Y | +706.9% | +72.8% | +634.1% | +501.6% |
| All | -3.6% | +110.7% | -114.3% | -34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling