+17.9%
ONDS vs IEF
-10.7%
+28.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.5% |
| 7D | -5.0% | -1.2% | -3.8% | -5.0% |
| 30D | -25.6% | -1.5% | -24.1% | -25.6% |
| 3M | -22.1% | -1.7% | -20.5% | -22.1% |
| 6M | -27.6% | -3.5% | -24.1% | -27.8% |
| YTD | -25.7% | -2.6% | -23.1% | -25.8% |
| 1Y | +30.4% | -2.4% | +32.8% | +30.3% |
| 3Y | +695.0% | +8.9% | +686.0% | +693.4% |
| 5Y | -2.2% | -9.2% | +7.1% | -22.0% |
| All | +17.9% | -10.7% | +28.6% | +4.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling