+23.9%
ONDS vs IWD
+112.5%
-88.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.5% | +1.2% |
| 7D | -3.5% | -0.3% | -3.3% | -2.9% |
| 30D | -14.1% | +0.6% | -14.7% | -15.1% |
| 3M | -36.3% | +7.2% | -43.6% | -44.7% |
| 6M | -27.5% | +16.2% | -43.7% | -46.1% |
| YTD | -21.9% | +23.3% | -45.3% | -48.3% |
| 1Y | +43.0% | +29.6% | +13.4% | -12.7% |
| 3Y | +697.1% | +70.5% | +626.6% | +203.1% |
| 5Y | -1.2% | +73.5% | -74.6% | -60.7% |
| All | +23.9% | +112.5% | -88.6% | -62.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling