+17.9%
ONDS vs BTI
+130.6%
-112.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.8% |
| 7D | -5.0% | -2.0% | -3.0% | -4.5% |
| 30D | -25.6% | -3.4% | -22.1% | -25.0% |
| 3M | -22.1% | -9.0% | -13.1% | -21.1% |
| 6M | -27.6% | -5.0% | -22.6% | -28.0% |
| YTD | -25.7% | -0.3% | -25.4% | -27.9% |
| 1Y | +30.4% | +3.1% | +27.3% | +23.4% |
| 3Y | +695.0% | +111.0% | +584.0% | +387.3% |
| 5Y | -2.2% | +117.0% | -119.2% | -46.1% |
| All | +17.9% | +130.6% | -112.7% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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