+17.9%
ONDS vs IYR
+35.3%
-17.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.6% |
| 7D | -5.0% | -2.8% | -2.2% | -1.5% |
| 30D | -25.6% | -2.5% | -23.0% | -23.4% |
| 3M | -22.1% | -3.0% | -19.2% | -20.8% |
| 6M | -27.6% | +1.6% | -29.2% | -31.4% |
| YTD | -25.7% | +7.3% | -33.0% | -35.3% |
| 1Y | +30.4% | +5.6% | +24.8% | +16.5% |
| 3Y | +695.0% | +28.1% | +666.8% | +445.4% |
| 5Y | -2.2% | +6.1% | -8.3% | -9.0% |
| All | +17.9% | +35.3% | -17.4% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 10y: compounded portfolio wealth divided by compounded IYR 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…
10y analysis · Full analysis span regression · 6 months rolling