-33.7%
ONDS vs IWD
+72.9%
-106.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.0% | +9.9% | +7.6% |
| 7D | +3.8% | +1.3% | +2.6% | +1.2% |
| 30D | -11.3% | +3.6% | -14.9% | -17.6% |
| 3M | -34.5% | +2.3% | -36.8% | -37.6% |
| 6M | -34.1% | +13.0% | -47.1% | -49.2% |
| YTD | -38.8% | +26.2% | -65.0% | -62.5% |
| 1Y | +2.8% | +30.5% | -27.7% | -41.4% |
| 3Y | +1,111.0% | +86.2% | +1,024.7% | +247.9% |
| 5Y | -33.7% | +72.9% | -106.6% | -75.0% |
| All | -33.7% | +72.9% | -106.6% | -75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling