-5.1%
ONDS vs IP
-17.2%
+12.1%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -1.1% |
| 7D | -3.5% | -5.3% | +1.7% | -1.1% |
| 30D | -14.1% | -10.9% | -3.2% | -9.5% |
| 3M | -36.3% | +11.2% | -47.5% | -40.1% |
| 6M | -27.5% | -10.2% | -17.3% | -25.1% |
| YTD | -21.9% | -2.0% | -19.9% | -23.9% |
| 1Y | +43.0% | -19.1% | +62.1% | +53.1% |
| 3Y | +697.1% | +20.9% | +676.2% | +595.2% |
| All | -5.1% | -17.2% | +12.1% | 0.0% |
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