-3.3%
ONDS vs IJR
+39.2%
-42.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +1.0% |
| 7D | -5.0% | -2.3% | -2.7% | -0.9% |
| 30D | -25.6% | -4.7% | -20.9% | -18.5% |
| 3M | -22.1% | +2.1% | -24.3% | -24.1% |
| 6M | -27.6% | +13.9% | -41.4% | -40.7% |
| YTD | -25.7% | +18.2% | -43.9% | -42.9% |
| 1Y | +30.4% | +21.8% | +8.6% | -2.7% |
| 3Y | +695.0% | +52.2% | +642.8% | +327.0% |
| All | -3.3% | +39.2% | -42.5% | -30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling