+21.2%
IGV vs ONDS
-5.6%
+26.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | -5.4% | -5.0% | -0.4% | -5.0% |
| 30D | -2.6% | -25.6% | +22.9% | -0.5% |
| 3M | +10.5% | -22.1% | +32.7% | +12.0% |
| 6M | +18.2% | -27.6% | +45.7% | +19.5% |
| YTD | -4.2% | -25.7% | +21.5% | -4.1% |
| 1Y | -9.8% | +30.4% | -40.2% | -15.4% |
| 3Y | +39.1% | +695.0% | -655.8% | -2.4% |
| 5Y | +21.2% | -2.2% | +23.4% | +12.6% |
| All | +21.2% | -5.6% | +26.8% | +12.6% |
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