+17.6%
ONDS vs SCHD
+94.9%
-77.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.9% |
| 7D | -5.1% | -2.0% | -3.2% | -2.1% |
| 30D | -26.0% | -0.4% | -25.6% | -25.6% |
| 3M | -26.4% | +5.7% | -32.2% | -33.7% |
| 6M | -26.4% | +11.9% | -38.3% | -39.8% |
| YTD | -25.9% | +26.4% | -52.4% | -50.7% |
| 1Y | +12.6% | +27.6% | -15.0% | -26.2% |
| 3Y | +706.9% | +54.9% | +652.0% | +289.4% |
| 5Y | -2.4% | +60.9% | -63.4% | -52.2% |
| All | +17.6% | +94.9% | -77.3% | -52.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling