+17.6%
ONDS vs IBKR
+584.7%
-567.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -2.0% |
| 7D | -5.1% | -1.3% | -3.8% | -4.1% |
| 30D | -26.0% | -0.2% | -25.8% | -26.3% |
| 3M | -26.4% | +3.0% | -29.4% | -28.4% |
| 6M | -26.4% | +33.9% | -60.3% | -41.1% |
| YTD | -25.9% | +42.5% | -68.4% | -42.9% |
| 1Y | +12.6% | +44.9% | -32.2% | -13.4% |
| 3Y | +706.9% | +293.0% | +413.9% | +201.3% |
| 5Y | -2.4% | +497.7% | -500.1% | -74.8% |
| All | +17.6% | +584.7% | -567.1% | -71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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