-46.3%
ONDS vs IP
-11.8%
-34.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.1% | -5.6% | -6.2% |
| 7D | -3.8% | 0.0% | -3.8% | -3.5% |
| 30D | -17.2% | +9.4% | -26.6% | -20.5% |
| 3M | -40.2% | -14.1% | -26.1% | -35.9% |
| 6M | -38.5% | +9.2% | -47.7% | -41.6% |
| YTD | -42.9% | -7.5% | -35.4% | -42.9% |
| 1Y | -5.3% | -2.8% | -2.5% | -8.3% |
| 3Y | +820.7% | +21.2% | +799.4% | +694.0% |
| All | -46.3% | -11.8% | -34.6% | -44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling