+17.6%
ONDS vs MDLZ
+23.3%
-5.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | -5.1% | +1.9% | -7.0% | -4.8% |
| 30D | -26.0% | +0.4% | -26.4% | -25.9% |
| 3M | -26.4% | -0.6% | -25.8% | -26.0% |
| 6M | -26.4% | +14.7% | -41.2% | -25.9% |
| YTD | -25.9% | +18.0% | -43.9% | -25.8% |
| 1Y | +12.6% | +4.1% | +8.5% | +12.5% |
| 3Y | +706.9% | -4.6% | +711.5% | +703.7% |
| 5Y | -2.4% | +18.4% | -20.8% | -8.4% |
| All | +17.6% | +23.3% | -5.7% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 10y: compounded portfolio wealth divided by compounded MDLZ 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…
10y analysis · Full analysis span regression · 6 months rolling