-3.6%
ONDS vs GIS
-25.1%
+21.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.4% |
| 7D | -5.1% | -6.4% | +1.3% | -8.4% |
| 30D | -26.0% | -6.1% | -19.9% | -28.2% |
| 3M | -26.4% | +7.8% | -34.3% | -22.4% |
| 6M | -26.4% | -8.8% | -17.7% | -28.1% |
| YTD | -25.9% | -19.1% | -6.8% | -31.2% |
| 1Y | +12.6% | -24.8% | +37.4% | +1.9% |
| 3Y | +706.9% | -37.6% | +744.5% | +594.1% |
| All | -3.6% | -25.1% | +21.5% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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