-11.6%
ONDS vs IWD
+33.0%
-44.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +2.6% | -11.6% | -14.1% |
| 7D | -23.2% | +2.5% | -25.7% | -27.4% |
| 30D | -29.0% | +6.0% | -34.9% | -37.8% |
| 3M | -40.5% | +3.8% | -44.3% | -45.3% |
| 6M | -45.8% | +16.3% | -62.2% | -62.1% |
| YTD | -46.0% | +27.5% | -73.5% | -70.1% |
| 1Y | -11.6% | +32.8% | -44.4% | -56.4% |
| All | -11.6% | +33.0% | -44.6% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling