+17.9%
ONDS vs JHX
+5.1%
+12.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +1.9% | +0.5% |
| 7D | -5.0% | -4.9% | -0.1% | -3.0% |
| 30D | -25.6% | -9.3% | -16.3% | -22.5% |
| 3M | -22.1% | +28.1% | -50.2% | -30.3% |
| 6M | -27.6% | +35.2% | -62.8% | -36.9% |
| YTD | -25.7% | +35.9% | -61.6% | -35.8% |
| 1Y | +30.4% | +42.5% | -12.1% | +10.5% |
| 3Y | +695.0% | -4.5% | +699.4% | +600.5% |
| 5Y | -2.2% | -27.1% | +24.9% | -0.8% |
| All | +17.9% | +5.1% | +12.8% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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