-3.6%
ONDS vs HRB
+114.1%
-117.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -5.1% | -8.0% | +2.9% | -3.7% |
| 30D | -26.0% | -16.0% | -10.0% | -23.6% |
| 3M | -26.4% | +26.9% | -53.3% | -31.0% |
| 6M | -26.4% | +51.1% | -77.6% | -35.6% |
| YTD | -25.9% | +7.1% | -33.0% | -27.4% |
| 1Y | +12.6% | -9.6% | +22.2% | +16.4% |
| 3Y | +706.9% | +25.4% | +681.5% | +586.6% |
| All | -3.6% | +114.1% | -117.7% | -34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling