-2.2%
ONDS vs IWF
+71.2%
-73.3%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +1.1% |
| 7D | -5.0% | -1.7% | -3.3% | -2.0% |
| 30D | -25.6% | -1.8% | -23.7% | -22.8% |
| 3M | -22.1% | +1.5% | -23.6% | -22.4% |
| 6M | -27.6% | +7.7% | -35.3% | -33.0% |
| YTD | -25.7% | +2.7% | -28.4% | -25.4% |
| 1Y | +30.4% | +6.8% | +23.6% | +25.4% |
| 3Y | +695.0% | +76.9% | +618.1% | +281.6% |
| 5Y | -2.2% | +73.4% | -75.6% | -42.7% |
| All | -2.2% | +71.2% | -73.3% | -42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling