+18.5%
ONDS vs DHR
+6.8%
+11.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.2% |
| 7D | -4.2% | -2.4% | -1.8% | -2.9% |
| 30D | -21.7% | -2.2% | -19.5% | -20.8% |
| 3M | -24.5% | +9.0% | -33.4% | -30.2% |
| 6M | -25.0% | +3.5% | -28.5% | -28.7% |
| YTD | -25.3% | -10.1% | -15.2% | -22.3% |
| 1Y | +33.8% | +6.2% | +27.6% | +21.9% |
| 3Y | +699.3% | -5.4% | +704.7% | +688.2% |
| 5Y | -5.2% | -27.9% | +22.7% | -1.9% |
| All | +18.5% | +6.8% | +11.7% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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