-3.6%
ONDS vs NWSA
+40.0%
-43.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -5.1% | -2.8% | -2.3% | -3.2% |
| 30D | -26.0% | +3.0% | -29.0% | -27.5% |
| 3M | -26.4% | +12.3% | -38.8% | -33.8% |
| 6M | -26.4% | +21.9% | -48.3% | -38.5% |
| YTD | -25.9% | +13.6% | -39.5% | -35.7% |
| 1Y | +12.6% | +0.5% | +12.1% | +8.8% |
| 3Y | +706.9% | +43.8% | +663.2% | +460.1% |
| All | -3.6% | +40.0% | -43.6% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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