+17.9%
ONDS vs IT
+11.4%
+6.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.1% | -0.7% |
| 7D | -5.0% | -12.7% | +7.7% | -2.6% |
| 30D | -25.6% | -8.9% | -16.7% | -24.4% |
| 3M | -22.1% | +10.1% | -32.3% | -25.0% |
| 6M | -27.6% | +7.3% | -34.8% | -30.2% |
| YTD | -25.7% | -32.4% | +6.7% | -19.0% |
| 1Y | +30.4% | -26.6% | +57.0% | +38.2% |
| 3Y | +695.0% | -51.8% | +746.8% | +845.7% |
| 5Y | -2.2% | -45.6% | +43.4% | +2.1% |
| All | +17.9% | +11.4% | +6.5% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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