-2.2%
ONDS vs IBN
+52.7%
-54.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.2% |
| 7D | -5.0% | -5.5% | +0.5% | -1.5% |
| 30D | -25.6% | -3.4% | -22.1% | -23.9% |
| 3M | -22.1% | +8.7% | -30.8% | -26.2% |
| 6M | -27.6% | +3.7% | -31.3% | -29.3% |
| YTD | -25.7% | -2.4% | -23.3% | -25.4% |
| 1Y | +30.4% | -8.1% | +38.5% | +35.0% |
| 3Y | +695.0% | +26.3% | +668.6% | +535.0% |
| 5Y | -2.2% | +54.9% | -57.1% | -30.5% |
| All | -2.2% | +52.7% | -54.9% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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