+17.9%
ONDS vs HWM
+812.7%
-794.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | +0.8% |
| 7D | -5.0% | -12.5% | +7.5% | +3.3% |
| 30D | -25.6% | -19.0% | -6.6% | -15.0% |
| 3M | -22.1% | -8.6% | -13.5% | -17.8% |
| 6M | -27.6% | -10.2% | -17.4% | -23.9% |
| YTD | -25.7% | +11.3% | -37.0% | -33.4% |
| 1Y | +30.4% | +24.3% | +6.1% | +9.3% |
| 3Y | +695.0% | +382.3% | +312.7% | +143.9% |
| 5Y | -2.2% | +640.6% | -642.8% | -78.3% |
| All | +17.9% | +812.7% | -794.8% | -77.9% |
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