-16.1%
ONDS vs SPGI
+58.8%
-74.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.1% | -3.6% |
| 7D | -3.3% | +1.2% | -4.5% | -3.9% |
| 30D | -16.0% | +15.9% | -31.9% | -23.5% |
| 3M | -42.1% | +12.3% | -54.4% | -46.7% |
| 6M | -41.8% | +23.7% | -65.5% | -51.3% |
| YTD | -47.1% | -3.5% | -43.6% | -48.1% |
| 1Y | -21.3% | +0.4% | -21.8% | -25.6% |
| 3Y | +695.1% | +29.9% | +665.2% | +511.4% |
| 5Y | -50.0% | +15.2% | -65.2% | -63.3% |
| All | -16.1% | +58.8% | -74.9% | -32.4% |
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