+23.9%
ONDS vs GIS
-22.1%
+46.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | -0.8% |
| 7D | +8.2% | -8.3% | +16.5% | +3.7% |
| 30D | -16.4% | +2.2% | -18.5% | -15.2% |
| 3M | -26.0% | +15.7% | -41.7% | -19.3% |
| 6M | -22.5% | -12.0% | -10.5% | -25.1% |
| YTD | -21.9% | -15.0% | -7.0% | -25.3% |
| 1Y | +25.7% | -20.1% | +45.9% | +17.8% |
| 3Y | +735.5% | -34.6% | +770.1% | +642.8% |
| 5Y | -0.1% | -22.8% | +22.7% | -4.8% |
| All | +23.9% | -22.1% | +46.0% | +23.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling