+65.4%
IWM vs ONDS
+22.5%
+42.9%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.3% | +3.0% | -1.0% |
| 7D | -1.1% | -4.2% | +3.1% | -0.8% |
| 30D | -3.1% | -21.7% | +18.6% | -1.5% |
| 3M | +2.2% | -24.5% | +26.7% | +3.8% |
| 6M | +15.1% | -25.0% | +40.1% | +15.8% |
| YTD | +18.6% | -25.3% | +43.9% | +18.5% |
| 1Y | +24.0% | +33.8% | -9.8% | +16.2% |
| 3Y | +63.7% | +699.3% | -635.6% | +17.7% |
| 5Y | +38.2% | -5.2% | +43.4% | +17.0% |
| All | +65.4% | +22.5% | +42.9% | +37.4% |
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 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