+17.6%
ONDS vs IDXX
+9.0%
+8.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | -5.1% | -5.7% | +0.6% | -1.4% |
| 30D | -26.0% | -11.5% | -14.5% | -20.0% |
| 3M | -26.4% | -9.5% | -16.9% | -23.1% |
| 6M | -26.4% | -16.0% | -10.5% | -19.7% |
| YTD | -25.9% | -25.4% | -0.5% | -13.4% |
| 1Y | +12.6% | -21.8% | +34.4% | +26.7% |
| 3Y | +706.9% | +7.0% | +699.9% | +576.6% |
| 5Y | -2.4% | -26.0% | +23.5% | -2.5% |
| All | +17.6% | +9.0% | +8.5% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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