+23.9%
ONDS vs CHD
+19.7%
+4.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | -0.7% |
| 7D | +8.2% | -2.9% | +11.1% | +7.1% |
| 30D | -16.4% | -6.2% | -10.2% | -18.3% |
| 3M | -26.0% | +1.6% | -27.6% | -25.2% |
| 6M | -22.5% | -3.5% | -19.0% | -22.6% |
| YTD | -21.9% | +16.2% | -38.1% | -17.1% |
| 1Y | +25.7% | +3.4% | +22.3% | +29.4% |
| 3Y | +735.5% | +4.6% | +730.9% | +783.0% |
| 5Y | -0.1% | +21.1% | -21.3% | +10.9% |
| All | +23.9% | +19.7% | +4.2% | +42.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling