+18.5%
ONDS vs PCG
+14.0%
+4.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.3% | -0.1% | -2.9% |
| 7D | -4.2% | +6.5% | -10.7% | -6.3% |
| 30D | -21.7% | -16.7% | -5.0% | -17.4% |
| 3M | -24.5% | -14.2% | -10.3% | -21.5% |
| 6M | -25.0% | -21.5% | -3.5% | -19.7% |
| YTD | -25.3% | -11.2% | -14.1% | -24.7% |
| 1Y | +33.8% | -4.2% | +38.0% | +29.6% |
| 3Y | +699.3% | -14.9% | +714.2% | +731.9% |
| 5Y | -5.2% | +54.2% | -59.4% | -18.6% |
| All | +18.5% | +14.0% | +4.5% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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