-0.1%
ONDS vs IWD
+73.8%
-74.0%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +1.7% |
| 7D | +8.2% | -0.2% | +8.4% | +8.6% |
| 30D | -16.4% | -0.8% | -15.6% | -15.0% |
| 3M | -26.0% | +8.0% | -34.1% | -37.4% |
| 6M | -22.5% | +18.2% | -40.7% | -45.1% |
| YTD | -21.9% | +22.3% | -44.3% | -48.3% |
| 1Y | +25.7% | +28.9% | -3.1% | -23.9% |
| 3Y | +735.5% | +71.5% | +664.0% | +200.1% |
| 5Y | -0.1% | +73.6% | -73.7% | -60.5% |
| All | -0.1% | +73.8% | -74.0% | -60.5% |
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