+12.9%
ONDS vs IWF
+6.2%
+6.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +1.9% |
| 7D | -5.0% | -1.7% | -3.3% | -0.5% |
| 30D | -25.6% | -1.8% | -23.7% | -21.6% |
| 3M | -22.1% | +1.5% | -23.6% | -23.8% |
| 6M | -27.6% | +7.7% | -35.3% | -35.1% |
| YTD | -25.7% | +2.7% | -28.4% | -26.1% |
| All | +12.9% | +6.2% | +6.7% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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