-48.5%
ONDS vs IOVA
-66.8%
+18.3%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -5.7% | -1.5% | -6.1% |
| 7D | +17.7% | -1.4% | +19.1% | +18.2% |
| 30D | -20.7% | -47.4% | +26.7% | -12.5% |
| 3M | -45.5% | +13.2% | -58.8% | -48.6% |
| 6M | -41.2% | +114.3% | -155.5% | -52.2% |
| YTD | -45.5% | +179.5% | -225.0% | -59.6% |
| 1Y | -3.4% | +200.4% | -203.8% | -29.8% |
| 3Y | +779.3% | +92.2% | +687.1% | +438.6% |
| 5Y | -48.5% | -63.8% | +15.3% | -55.5% |
| All | -48.5% | -66.8% | +18.3% | -55.5% |
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