+17.9%
ONDS vs HRB
+206.3%
-188.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.4% |
| 7D | -5.0% | -12.2% | +7.2% | -2.6% |
| 30D | -25.6% | -3.0% | -22.6% | -25.3% |
| 3M | -22.1% | +21.7% | -43.8% | -26.4% |
| 6M | -27.6% | +52.3% | -79.9% | -36.9% |
| YTD | -25.7% | +6.5% | -32.2% | -27.5% |
| 1Y | +30.4% | -6.7% | +37.1% | +32.2% |
| 3Y | +695.0% | +25.1% | +669.8% | +585.8% |
| 5Y | -2.2% | +113.8% | -115.9% | -29.1% |
| All | +17.9% | +206.3% | -188.4% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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