+23.9%
ONDS vs IEF
-9.7%
+33.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +8.2% | +0.1% | +8.2% | +8.2% |
| 30D | -16.4% | -0.7% | -15.6% | -16.4% |
| 3M | -26.0% | -0.4% | -25.6% | -26.0% |
| 6M | -22.5% | -2.5% | -20.0% | -22.8% |
| YTD | -21.9% | -1.6% | -20.3% | -22.0% |
| 1Y | +25.7% | -1.3% | +27.1% | +25.7% |
| 3Y | +735.5% | +10.1% | +725.4% | +733.8% |
| 5Y | -0.1% | -8.3% | +8.2% | -20.4% |
| All | +23.9% | -9.7% | +33.6% | +9.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling