-3.3%
ONDS vs SCHD
+59.3%
-62.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.3% | -0.1% |
| 7D | -5.0% | -3.1% | -1.9% | +0.1% |
| 30D | -25.6% | -0.8% | -24.7% | -24.6% |
| 3M | -22.1% | +6.2% | -28.3% | -30.8% |
| 6M | -27.6% | +11.8% | -39.4% | -41.4% |
| YTD | -25.7% | +26.0% | -51.7% | -51.6% |
| 1Y | +30.4% | +28.1% | +2.3% | -17.5% |
| 3Y | +695.0% | +54.6% | +640.4% | +260.3% |
| All | -3.3% | +59.3% | -62.6% | -52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling