+18.5%
ONDS vs SPGI
+40.3%
-21.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.6% | -1.8% | -2.8% |
| 7D | -4.2% | -3.1% | -1.1% | -2.5% |
| 30D | -21.7% | +2.0% | -23.7% | -23.4% |
| 3M | -24.5% | +4.3% | -28.8% | -28.8% |
| 6M | -25.0% | -0.2% | -24.8% | -27.3% |
| YTD | -25.3% | -14.8% | -10.5% | -20.4% |
| 1Y | +33.8% | -18.5% | +52.3% | +46.6% |
| 3Y | +699.3% | +16.0% | +683.4% | +566.1% |
| 5Y | -5.2% | +2.2% | -7.4% | -23.7% |
| All | +18.5% | +40.3% | -21.8% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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