-3.3%
ONDS vs MDLZ
+17.7%
-21.0%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -5.0% | +1.7% | -6.6% | -4.7% |
| 30D | -25.6% | +1.1% | -26.7% | -25.4% |
| 3M | -22.1% | -1.8% | -20.3% | -21.6% |
| 6M | -27.6% | +12.3% | -39.9% | -26.7% |
| YTD | -25.7% | +18.0% | -43.8% | -25.3% |
| 1Y | +30.4% | +3.8% | +26.6% | +30.5% |
| 3Y | +695.0% | -2.4% | +697.4% | +687.7% |
| All | -3.3% | +17.7% | -21.0% | -11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling