-13.5%
ONDS vs IP
-5.4%
-8.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.1% | -5.1% | -6.2% |
| 7D | +17.7% | -0.9% | +18.6% | +18.4% |
| 30D | -20.7% | +6.7% | -27.4% | -22.8% |
| 3M | -45.5% | -16.6% | -29.0% | -41.2% |
| 6M | -41.2% | +6.0% | -47.1% | -43.1% |
| YTD | -45.5% | -10.7% | -34.8% | -44.6% |
| 1Y | -3.4% | -6.7% | +3.2% | -4.3% |
| 3Y | +779.3% | +17.1% | +762.2% | +695.6% |
| 5Y | -48.5% | -14.6% | -33.9% | -48.8% |
| All | -13.5% | -5.4% | -8.1% | -18.2% |
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