-2.9%
ONDS vs IP
-1.0%
-1.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.9% | +9.0% | +10.6% |
| 7D | +3.8% | -3.0% | +6.9% | +5.4% |
| 30D | -11.3% | +10.6% | -21.9% | -15.0% |
| 3M | -34.5% | -13.6% | -20.9% | -30.3% |
| 6M | -34.1% | +10.4% | -44.5% | -37.5% |
| YTD | -38.8% | -6.5% | -32.3% | -39.1% |
| 1Y | +2.8% | -2.1% | +4.9% | -0.4% |
| 3Y | +1,111.0% | +22.0% | +1,089.0% | +975.4% |
| 5Y | -33.7% | -9.7% | -24.0% | -35.4% |
| All | -2.9% | -1.0% | -1.9% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling