-5.2%
ONDS vs FIS
-66.7%
+61.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.4% | -0.9% | -3.0% |
| 7D | -4.2% | -9.1% | +4.9% | -0.6% |
| 30D | -21.7% | -10.4% | -11.3% | -18.6% |
| 3M | -24.5% | -3.7% | -20.8% | -25.4% |
| 6M | -25.0% | -24.8% | -0.2% | -17.3% |
| YTD | -25.3% | -41.6% | +16.3% | -7.2% |
| 1Y | +33.8% | -42.7% | +76.5% | +67.2% |
| 3Y | +699.3% | -26.2% | +725.6% | +716.4% |
| 5Y | -5.2% | -66.1% | +60.9% | +32.3% |
| All | -5.2% | -66.7% | +61.5% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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