-3.3%
ONDS vs IEMG
+46.8%
-50.1%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | +2.5% |
| 7D | -5.0% | -0.9% | -4.1% | -3.8% |
| 30D | -25.6% | +2.1% | -27.7% | -28.1% |
| 3M | -22.1% | +4.6% | -26.7% | -26.8% |
| 6M | -27.6% | +14.0% | -41.6% | -40.2% |
| YTD | -25.7% | +22.3% | -48.1% | -45.0% |
| 1Y | +30.4% | +30.7% | -0.3% | -11.4% |
| 3Y | +695.0% | +83.2% | +611.7% | +238.5% |
| All | -3.3% | +46.8% | -50.1% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IEMG.
Daily Out/Under-Performance
Portfolio return minus IEMG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEMG 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 IEMG 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