-11.6%
ONDS vs SCHD
+42.1%
-53.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +1.9% | -10.8% | -9.2% |
| 7D | -23.2% | +3.2% | -26.4% | -23.6% |
| 30D | -29.0% | +10.7% | -39.6% | -31.5% |
| 3M | -40.5% | +7.8% | -48.3% | -41.7% |
| 6M | -45.8% | +16.7% | -62.6% | -50.7% |
| YTD | -46.0% | +35.3% | -81.3% | -62.1% |
| 1Y | -11.6% | +41.8% | -53.3% | -47.4% |
| All | -11.6% | +42.1% | -53.7% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 1y: compounded portfolio wealth divided by compounded SCHD 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…
1y analysis · Full analysis span regression · 6 months rolling