+17.9%
ONDS vs EFA
+75.0%
-57.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.8% |
| 7D | -5.0% | -2.4% | -2.6% | -1.3% |
| 30D | -25.6% | -2.2% | -23.3% | -22.7% |
| 3M | -22.1% | +5.7% | -27.8% | -27.7% |
| 6M | -27.6% | +8.2% | -35.7% | -34.8% |
| YTD | -25.7% | +11.8% | -37.5% | -36.4% |
| 1Y | +30.4% | +18.3% | +12.1% | +2.9% |
| 3Y | +695.0% | +64.9% | +630.0% | +295.0% |
| 5Y | -2.2% | +52.4% | -54.6% | -41.6% |
| All | +17.9% | +75.0% | -57.1% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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