-0.1%
ONDS vs SPGI
+5.8%
-5.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | +2.2% |
| 7D | +8.2% | -2.5% | +10.7% | +9.8% |
| 30D | -16.4% | +5.4% | -21.8% | -20.3% |
| 3M | -26.0% | +9.0% | -35.1% | -33.4% |
| 6M | -22.5% | +0.8% | -23.3% | -25.7% |
| YTD | -21.9% | -12.6% | -9.4% | -17.7% |
| 1Y | +25.7% | -16.1% | +41.9% | +36.3% |
| 3Y | +735.5% | +19.0% | +716.5% | +545.7% |
| 5Y | -0.1% | +5.1% | -5.2% | -19.3% |
| All | -0.1% | +5.8% | -5.9% | -19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling