+33.8%
ONDS vs IWD
+28.3%
+5.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.8% | -2.7% |
| 7D | -4.2% | -1.2% | -3.0% | -1.0% |
| 30D | -21.7% | -1.6% | -20.1% | -18.0% |
| 3M | -24.5% | +7.0% | -31.5% | -38.7% |
| 6M | -25.0% | +17.0% | -42.0% | -54.3% |
| YTD | -25.3% | +21.6% | -46.9% | -61.7% |
| 1Y | +33.8% | +28.0% | +5.8% | -47.1% |
| All | +33.8% | +28.3% | +5.4% | -47.1% |
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 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