+17.6%
ONDS vs BTG
+18.1%
-0.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.6% | -0.4% |
| 7D | -5.1% | -3.8% | -1.4% | -4.0% |
| 30D | -26.0% | +3.6% | -29.6% | -26.9% |
| 3M | -26.4% | +32.0% | -58.5% | -33.2% |
| 6M | -26.4% | +3.4% | -29.8% | -28.7% |
| YTD | -25.9% | +20.8% | -46.7% | -31.6% |
| 1Y | +12.6% | +22.4% | -9.8% | +3.2% |
| 3Y | +706.9% | +91.7% | +615.2% | +559.2% |
| 5Y | -2.4% | +79.0% | -81.4% | -22.6% |
| All | +17.6% | +18.1% | -0.5% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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