+43.0%
ONDS vs IJH
+18.2%
+24.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.5% |
| 7D | -3.5% | +0.1% | -3.7% | -3.6% |
| 30D | -14.1% | -1.5% | -12.6% | -9.8% |
| 3M | -36.3% | +0.8% | -37.1% | -36.3% |
| 6M | -27.5% | +7.6% | -35.1% | -39.0% |
| YTD | -21.9% | +15.5% | -37.4% | -49.6% |
| 1Y | +43.0% | +16.9% | +26.1% | -10.9% |
| All | +43.0% | +18.2% | +24.7% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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