-3.3%
ONDS vs IEFA
+48.7%
-52.0%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.9% |
| 7D | -5.0% | -2.4% | -2.6% | -1.2% |
| 30D | -25.6% | -2.1% | -23.5% | -22.9% |
| 3M | -22.1% | +5.5% | -27.7% | -27.6% |
| 6M | -27.6% | +8.1% | -35.7% | -34.7% |
| YTD | -25.7% | +11.9% | -37.6% | -36.4% |
| 1Y | +30.4% | +18.1% | +12.3% | +3.5% |
| 3Y | +695.0% | +65.5% | +629.5% | +300.3% |
| All | -3.3% | +48.7% | -52.0% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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