+23.9%
ONDS vs SSNC
+23.7%
+0.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.8% | +3.8% | +3.4% |
| 7D | +8.2% | -1.8% | +10.0% | +9.8% |
| 30D | -16.4% | +1.9% | -18.3% | -18.0% |
| 3M | -26.0% | +18.4% | -44.4% | -38.6% |
| 6M | -22.5% | +7.0% | -29.4% | -29.5% |
| YTD | -21.9% | -6.9% | -15.0% | -19.2% |
| 1Y | +25.7% | -8.2% | +33.9% | +32.7% |
| 3Y | +735.5% | +50.5% | +685.0% | +436.8% |
| 5Y | -0.1% | +17.4% | -17.5% | -19.4% |
| All | +23.9% | +23.7% | +0.2% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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