-16.1%
ONDS vs HWM
+784.9%
-801.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.3% |
| 7D | -3.3% | +7.3% | -10.6% | -7.5% |
| 30D | -16.0% | +1.6% | -17.5% | -17.0% |
| 3M | -42.1% | -21.9% | -20.2% | -32.6% |
| 6M | -41.8% | -19.0% | -22.7% | -33.7% |
| YTD | -47.1% | +7.9% | -55.1% | -51.9% |
| 1Y | -21.3% | +9.9% | -31.3% | -28.8% |
| 3Y | +695.1% | +342.1% | +352.9% | +157.1% |
| 5Y | -50.0% | +600.8% | -650.8% | -88.4% |
| All | -16.1% | +784.9% | -801.0% | -84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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