+141.5%
IBM vs ONDS
+21.8%
+119.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -1.9% | -2.5% |
| 7D | -0.3% | -5.0% | +4.7% | -0.2% |
| 30D | -1.8% | -25.6% | +23.7% | -1.2% |
| 3M | -13.5% | -22.1% | +8.7% | -13.1% |
| 6M | -5.1% | -27.6% | +22.5% | -4.7% |
| YTD | -19.4% | -25.7% | +6.3% | -19.3% |
| 1Y | -6.5% | +30.4% | -36.9% | -8.0% |
| 3Y | +73.8% | +695.0% | -621.1% | +57.2% |
| 5Y | +116.3% | -2.2% | +118.5% | +101.5% |
| All | +141.5% | +21.8% | +119.7% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONDS.
Daily Out/Under-Performance
Portfolio return minus ONDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONDS 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 ONDS 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