+18.5%
ONDS vs IQV
+53.1%
-34.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.5% | -3.8% |
| 7D | -4.2% | -2.6% | -1.6% | -2.8% |
| 30D | -21.7% | +6.2% | -27.9% | -24.6% |
| 3M | -24.5% | +38.0% | -62.4% | -40.4% |
| 6M | -25.0% | +43.9% | -68.9% | -43.2% |
| YTD | -25.3% | +14.0% | -39.3% | -34.3% |
| 1Y | +33.8% | +35.5% | -1.7% | +3.6% |
| 3Y | +699.3% | +20.3% | +679.0% | +553.9% |
| 5Y | -5.2% | -1.6% | -3.6% | -15.1% |
| All | +18.5% | +53.1% | -34.5% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 all: compounded portfolio wealth divided by compounded IQV 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…
all analysis · Full analysis span regression · 6 months rolling