+12.9%
ONDS vs IOT
-1.5%
+14.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | -5.0% | -0.8% | -4.2% | -4.9% |
| 30D | -25.6% | -4.7% | -20.9% | -25.1% |
| 3M | -22.1% | +17.8% | -39.9% | -25.3% |
| 6M | -27.6% | +16.8% | -44.4% | -31.1% |
| YTD | -25.7% | +8.4% | -34.2% | -28.9% |
| All | +12.9% | -1.5% | +14.4% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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