+17.6%
ONDS vs SCHW
+124.8%
-107.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | -5.1% | -1.9% | -3.3% | -4.2% |
| 30D | -26.0% | -1.6% | -24.4% | -25.5% |
| 3M | -26.4% | +21.3% | -47.7% | -34.0% |
| 6M | -26.4% | +16.5% | -42.9% | -33.4% |
| YTD | -25.9% | +8.4% | -34.3% | -29.9% |
| 1Y | +12.6% | +15.6% | -3.0% | +3.7% |
| 3Y | +706.9% | +86.8% | +620.1% | +469.7% |
| 5Y | -2.4% | +60.5% | -62.9% | -27.5% |
| All | +17.6% | +124.8% | -107.3% | -23.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling