+17.9%
ONDS vs CHD
+16.5%
+1.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -1.0% |
| 7D | -5.0% | -4.7% | -0.3% | -6.6% |
| 30D | -25.6% | -8.3% | -17.2% | -27.9% |
| 3M | -22.1% | -4.0% | -18.1% | -22.8% |
| 6M | -27.6% | -6.5% | -21.1% | -28.5% |
| YTD | -25.7% | +13.1% | -38.8% | -21.9% |
| 1Y | +30.4% | +2.3% | +28.1% | +33.5% |
| 3Y | +695.0% | +1.8% | +693.2% | +731.8% |
| 5Y | -2.2% | +20.6% | -22.7% | +8.9% |
| All | +17.9% | +16.5% | +1.4% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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