+43.0%
ONDS vs IEF
-0.2%
+43.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -3.5% | -0.3% | -3.3% | -3.2% |
| 30D | -14.1% | -0.8% | -13.3% | -13.3% |
| 3M | -36.3% | -1.0% | -35.4% | -35.7% |
| 6M | -27.5% | -2.8% | -24.7% | -32.5% |
| YTD | -21.9% | -1.5% | -20.4% | -21.1% |
| 1Y | +43.0% | -0.4% | +43.4% | +48.6% |
| All | +43.0% | -0.2% | +43.2% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 1y: compounded portfolio wealth divided by compounded IEF 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…
1y analysis · Full analysis span regression · 6 months rolling