+23.9%
ONDS vs SPGI
+48.7%
-24.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.4% | +0.8% |
| 7D | -3.5% | +0.1% | -3.7% | -3.8% |
| 30D | -14.1% | +8.4% | -22.5% | -19.0% |
| 3M | -36.3% | +11.8% | -48.2% | -42.7% |
| 6M | -27.5% | +5.7% | -33.2% | -32.2% |
| YTD | -21.9% | -9.7% | -12.3% | -19.7% |
| 1Y | +43.0% | -12.5% | +55.4% | +49.3% |
| 3Y | +697.1% | +21.8% | +675.3% | +545.0% |
| 5Y | -1.2% | +8.2% | -9.3% | -23.3% |
| All | +23.9% | +48.7% | -24.8% | +4.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling