+17.6%
ONDS vs INVH
+11.0%
+6.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | -5.1% | -3.0% | -2.1% | -3.5% |
| 30D | -26.0% | -7.5% | -18.5% | -22.9% |
| 3M | -26.4% | -5.5% | -20.9% | -25.0% |
| 6M | -26.4% | +11.7% | -38.2% | -33.2% |
| YTD | -25.9% | +1.3% | -27.3% | -29.0% |
| 1Y | +12.6% | -6.1% | +18.7% | +12.9% |
| 3Y | +706.9% | -9.8% | +716.7% | +711.2% |
| 5Y | -2.4% | -19.7% | +17.3% | +10.5% |
| All | +17.6% | +11.0% | +6.6% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 all: compounded portfolio wealth divided by compounded INVH 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…
all analysis · Full analysis span regression · 6 months rolling