+72.3%
MSFT vs ONDS
-3.7%
+76.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.3% | +3.9% | -0.2% |
| 7D | -1.0% | -4.2% | +3.2% | -0.8% |
| 30D | -2.7% | -21.7% | +19.0% | -1.5% |
| 3M | +22.1% | -24.5% | +46.6% | +23.4% |
| 6M | +20.6% | -25.0% | +45.6% | +21.2% |
| YTD | +2.3% | -25.3% | +27.6% | +2.3% |
| 1Y | -0.5% | +33.8% | -34.3% | -4.9% |
| 3Y | +50.5% | +699.3% | -648.8% | +17.7% |
| 5Y | +72.3% | -5.2% | +77.5% | +63.8% |
| All | +72.3% | -3.7% | +76.0% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONDS.
Daily Out/Under-Performance
Portfolio return minus ONDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONDS 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 ONDS 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