+14.8%
IGV vs ONDS
-50.1%
+65.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.8% | 0.0% |
| 7D | +2.3% | -3.3% | +5.6% | +2.5% |
| 30D | -6.0% | -16.0% | +10.0% | -5.0% |
| 3M | -4.8% | -42.1% | +37.3% | -1.0% |
| 6M | +14.2% | -41.8% | +56.0% | +17.5% |
| YTD | -4.2% | -47.1% | +42.9% | -1.9% |
| 1Y | -5.3% | -21.3% | +16.1% | -6.9% |
| 3Y | +38.8% | +695.1% | -656.3% | -5.2% |
| All | +14.8% | -50.1% | +65.0% | +30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling