+17.9%
ONDS vs INDA
+36.6%
-18.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.6% | +0.7% |
| 7D | -5.0% | -3.6% | -1.4% | -1.0% |
| 30D | -25.6% | -4.0% | -21.6% | -22.1% |
| 3M | -22.1% | +1.7% | -23.8% | -23.6% |
| 6M | -27.6% | -3.6% | -23.9% | -24.3% |
| YTD | -25.7% | -11.0% | -14.7% | -16.0% |
| 1Y | +30.4% | -9.5% | +39.9% | +43.8% |
| 3Y | +695.0% | +7.6% | +687.3% | +606.4% |
| 5Y | -2.2% | +4.8% | -6.9% | -9.7% |
| All | +17.9% | +36.6% | -18.7% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling