-5.2%
ONDS vs IONS
+52.5%
-57.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.1% | -3.9% |
| 7D | -4.2% | -8.7% | +4.5% | -1.4% |
| 30D | -21.7% | -1.6% | -20.1% | -21.3% |
| 3M | -24.5% | -24.9% | +0.4% | -19.1% |
| 6M | -25.0% | -25.7% | +0.7% | -19.9% |
| YTD | -25.3% | -29.2% | +3.9% | -18.8% |
| 1Y | +33.8% | -13.0% | +46.8% | +35.5% |
| 3Y | +699.3% | +35.9% | +663.4% | +532.9% |
| 5Y | -5.2% | +54.5% | -59.7% | -44.0% |
| All | -5.2% | +52.5% | -57.7% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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