-6.8%
ONDS vs IWD
+118.4%
-125.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.4% | +2.4% | +2.0% |
| 7D | +8.7% | -0.6% | +9.3% | +10.9% |
| 30D | -14.1% | +3.6% | -17.7% | -19.9% |
| 3M | -41.2% | +2.7% | -43.8% | -44.2% |
| 6M | -39.2% | +13.2% | -52.4% | -52.5% |
| YTD | -41.3% | +26.8% | -68.0% | -63.2% |
| 1Y | -1.2% | +29.3% | -30.5% | -40.4% |
| 3Y | +847.1% | +85.1% | +762.0% | +202.8% |
| 5Y | -44.8% | +74.2% | -119.0% | -78.7% |
| All | -6.8% | +118.4% | -125.3% | -73.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling