-2.5%
ONDS vs IOT
+55.2%
-57.8%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.7% | -0.6% | -3.1% |
| 7D | -4.2% | +5.1% | -9.3% | -5.9% |
| 30D | -21.7% | -3.0% | -18.7% | -21.2% |
| 3M | -24.5% | +15.0% | -39.4% | -29.9% |
| 6M | -25.0% | +13.1% | -38.1% | -30.7% |
| YTD | -25.3% | +9.0% | -34.3% | -32.2% |
| 1Y | +33.8% | +0.1% | +33.6% | +25.7% |
| 3Y | +699.3% | +26.4% | +672.9% | +547.4% |
| All | -2.5% | +55.2% | -57.8% | -39.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling