-5.2%
ONDS vs HWM
+658.8%
-664.0%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.8% | -4.6% |
| 7D | -4.2% | -8.0% | +3.8% | +0.6% |
| 30D | -21.7% | -18.0% | -3.7% | -11.3% |
| 3M | -24.5% | -9.5% | -15.0% | -19.7% |
| 6M | -25.0% | -8.4% | -16.6% | -22.2% |
| YTD | -25.3% | +13.6% | -38.9% | -34.1% |
| 1Y | +33.8% | +30.2% | +3.5% | +8.4% |
| 3Y | +699.3% | +392.2% | +307.1% | +137.4% |
| 5Y | -5.2% | +645.2% | -650.4% | -79.7% |
| All | -5.2% | +658.8% | -664.0% | -79.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling