-1.6%
ONDS vs RMD
-22.6%
+21.0%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.2% |
| 7D | -4.2% | -4.7% | +0.5% | -2.6% |
| 30D | -21.7% | +0.2% | -21.9% | -21.8% |
| 3M | -24.5% | +12.0% | -36.5% | -28.5% |
| 6M | -25.0% | -12.5% | -12.5% | -21.6% |
| YTD | -25.3% | -7.9% | -17.4% | -24.1% |
| 1Y | +33.8% | -20.4% | +54.1% | +45.2% |
| 3Y | +699.3% | +53.1% | +646.2% | +508.9% |
| All | -1.6% | -22.6% | +21.0% | -25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling