-53.8%
ONDS vs JCI
+96.3%
-150.1%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.3% | -0.7% | -0.9% |
| 7D | -3.3% | +3.2% | -6.5% | -5.7% |
| 30D | -16.0% | -8.6% | -7.4% | -7.4% |
| 3M | -42.1% | -7.7% | -34.3% | -37.0% |
| 6M | -41.8% | -2.6% | -39.2% | -40.2% |
| YTD | -47.1% | +17.4% | -64.5% | -55.5% |
| 1Y | -21.3% | +16.9% | -38.3% | -33.4% |
| 3Y | +695.1% | +186.7% | +508.3% | +178.8% |
| All | -53.8% | +96.3% | -150.1% | -76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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