+18.5%
ONDS vs MDLZ
+23.3%
-4.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | -4.1% |
| 7D | -4.2% | 0.0% | -4.2% | -4.2% |
| 30D | -21.7% | +1.4% | -23.1% | -21.5% |
| 3M | -24.5% | 0.0% | -24.5% | -24.0% |
| 6M | -25.0% | +9.1% | -34.1% | -24.4% |
| YTD | -25.3% | +17.9% | -43.2% | -25.2% |
| 1Y | +33.8% | +3.2% | +30.5% | +33.7% |
| 3Y | +699.3% | -2.5% | +701.8% | +692.5% |
| 5Y | -5.2% | +17.6% | -22.8% | -10.9% |
| All | +18.5% | +23.3% | -4.7% | +20.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling