+18.5%
ONDS vs HRB
+208.1%
-189.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.6% | -2.7% | -4.0% |
| 7D | -4.2% | -10.6% | +6.4% | -2.2% |
| 30D | -21.7% | -0.8% | -20.9% | -21.8% |
| 3M | -24.5% | +19.1% | -43.5% | -28.2% |
| 6M | -25.0% | +48.7% | -73.7% | -34.1% |
| YTD | -25.3% | +7.1% | -32.4% | -27.2% |
| 1Y | +33.8% | -8.3% | +42.1% | +36.6% |
| 3Y | +699.3% | +25.8% | +673.5% | +588.8% |
| 5Y | -5.2% | +111.1% | -116.3% | -31.1% |
| All | +18.5% | +208.1% | -189.5% | -23.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling