-5.2%
ONDS vs IOVA
-64.1%
+58.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.1% | -1.2% | -3.8% |
| 7D | -4.2% | -2.2% | -2.0% | -3.8% |
| 30D | -21.7% | +31.7% | -53.4% | -25.9% |
| 3M | -24.5% | +117.3% | -141.7% | -36.5% |
| 6M | -25.0% | +55.8% | -80.8% | -33.9% |
| YTD | -25.3% | +208.8% | -234.1% | -43.8% |
| 1Y | +33.8% | +255.7% | -221.9% | -4.0% |
| 3Y | +699.3% | +41.7% | +657.7% | +450.4% |
| 5Y | -5.2% | -64.9% | +59.7% | -24.0% |
| All | -5.2% | -64.1% | +58.9% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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