+17.9%
ONDS vs RMD
+11.4%
+6.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.5% |
| 7D | -5.0% | -4.2% | -0.8% | -3.6% |
| 30D | -25.6% | -2.1% | -23.5% | -25.1% |
| 3M | -22.1% | +13.8% | -35.9% | -26.5% |
| 6M | -27.6% | -10.6% | -17.0% | -25.2% |
| YTD | -25.7% | -8.1% | -17.6% | -24.5% |
| 1Y | +30.4% | -18.0% | +48.4% | +39.2% |
| 3Y | +695.0% | +52.9% | +642.1% | +524.8% |
| 5Y | -2.2% | -22.3% | +20.1% | -4.2% |
| All | +17.9% | +11.4% | +6.5% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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