+43.0%
ONDS vs SCHW
+14.3%
+28.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.4% |
| 7D | -3.5% | -0.8% | -2.8% | -3.1% |
| 30D | -14.1% | +1.5% | -15.6% | -14.8% |
| 3M | -36.3% | +24.6% | -60.9% | -44.4% |
| 6M | -27.5% | +14.5% | -42.0% | -32.9% |
| YTD | -21.9% | +10.5% | -32.4% | -24.9% |
| 1Y | +43.0% | +13.4% | +29.6% | +28.5% |
| All | +43.0% | +14.3% | +28.7% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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