-43.3%
ONDS vs IP
-12.0%
-31.3%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | +0.8% | +17.2% | +17.6% |
| 7D | -15.6% | -5.1% | -10.5% | -13.5% |
| 30D | -25.8% | +8.5% | -34.3% | -28.6% |
| 3M | -39.0% | -13.8% | -25.1% | -34.8% |
| 6M | -42.9% | +5.7% | -48.6% | -45.0% |
| YTD | -45.3% | -9.1% | -36.2% | -45.0% |
| 1Y | +1.6% | -0.8% | +2.4% | -2.8% |
| 3Y | +834.3% | +14.8% | +819.5% | +726.3% |
| All | -43.3% | -12.0% | -31.3% | -39.9% |
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