-13.3%
ONDS vs SW
+22.2%
-35.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | -0.9% | +19.0% | +18.2% |
| 7D | -15.6% | +2.3% | -17.9% | -16.1% |
| 30D | -25.8% | +6.8% | -32.6% | -27.1% |
| 3M | -39.0% | -5.2% | -33.8% | -38.3% |
| 6M | -42.9% | +7.4% | -50.3% | -44.0% |
| YTD | -45.3% | +17.4% | -62.7% | -47.9% |
| 1Y | +1.6% | +27.1% | -25.5% | -5.1% |
| 3Y | +834.3% | +47.9% | +786.5% | +783.2% |
| 5Y | -43.8% | -2.6% | -41.2% | -47.4% |
| All | -13.3% | +22.2% | -35.4% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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