+68.2%
IVV vs ONDS
-44.5%
+112.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +18.0% | -17.7% | -0.6% |
| 7D | -2.7% | -15.6% | +12.9% | -2.0% |
| 30D | -5.4% | -25.8% | +20.4% | -4.2% |
| 3M | -4.1% | -39.0% | +34.9% | -2.1% |
| 6M | +0.7% | -42.9% | +43.6% | +2.5% |
| YTD | +8.7% | -45.3% | +54.1% | +10.0% |
| 1Y | +11.0% | +1.6% | +9.4% | +8.0% |
| 3Y | +75.4% | +834.3% | -758.9% | +37.0% |
| All | +68.2% | -44.5% | +112.6% | +62.7% |
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