-16.1%
ONDS vs IWD
+118.0%
-134.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.5% |
| 7D | -3.3% | +2.3% | -5.6% | -7.2% |
| 30D | -16.0% | +3.6% | -19.5% | -21.6% |
| 3M | -42.1% | +2.2% | -44.2% | -44.4% |
| 6M | -41.8% | +13.0% | -54.7% | -54.3% |
| YTD | -47.1% | +26.5% | -73.6% | -66.7% |
| 1Y | -21.3% | +30.1% | -51.5% | -52.9% |
| 3Y | +695.1% | +84.9% | +610.2% | +155.1% |
| 5Y | -50.0% | +73.4% | -123.4% | -80.6% |
| All | -16.1% | +118.0% | -134.1% | -76.1% |
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