+43.0%
ONDS vs IJR
+25.5%
+17.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -1.1% |
| 7D | -3.5% | -0.2% | -3.4% | -2.8% |
| 30D | -14.1% | -2.4% | -11.7% | -8.2% |
| 3M | -36.3% | +3.9% | -40.3% | -41.2% |
| 6M | -27.5% | +12.4% | -39.9% | -43.8% |
| YTD | -21.9% | +21.5% | -43.4% | -51.7% |
| 1Y | +43.0% | +24.0% | +19.0% | -16.4% |
| All | +43.0% | +25.5% | +17.5% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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