+23.9%
ONDS vs IOVA
-79.2%
+103.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.2% | -0.3% |
| 7D | -3.5% | +9.7% | -13.3% | -5.2% |
| 30D | -14.1% | +102.5% | -116.6% | -26.7% |
| 3M | -36.3% | +100.7% | -137.0% | -46.1% |
| 6M | -27.5% | +106.3% | -133.8% | -40.4% |
| YTD | -21.9% | +222.0% | -243.9% | -42.5% |
| 1Y | +43.0% | +299.5% | -256.6% | -1.8% |
| 3Y | +697.1% | +42.9% | +654.1% | +441.3% |
| 5Y | -1.2% | -65.0% | +63.8% | -15.3% |
| All | +23.9% | -79.2% | +103.1% | +19.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling