+17.9%
ONDS vs SPG
+203.9%
-186.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.6% |
| 7D | -5.0% | -2.2% | -2.8% | -3.2% |
| 30D | -25.6% | -5.8% | -19.8% | -21.9% |
| 3M | -22.1% | -2.8% | -19.3% | -21.9% |
| 6M | -27.6% | +8.9% | -36.5% | -35.0% |
| YTD | -25.7% | +14.3% | -40.0% | -37.1% |
| 1Y | +30.4% | +19.5% | +10.9% | +5.5% |
| 3Y | +695.0% | +106.9% | +588.1% | +284.0% |
| 5Y | -2.2% | +108.7% | -110.9% | -53.3% |
| All | +17.9% | +203.9% | -186.0% | -58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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