-25.0%
ONDS vs IOT
+9.8%
-34.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.7% | -0.6% | -3.8% |
| 7D | -4.2% | +5.1% | -9.3% | -4.8% |
| 30D | -21.7% | -3.0% | -18.7% | -21.3% |
| 3M | -24.5% | +15.0% | -39.4% | -28.3% |
| 6M | -25.0% | +13.1% | -38.1% | -25.1% |
| All | -25.0% | +9.8% | -34.8% | -25.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling