+12.9%
ONDS vs IYR
+5.4%
+7.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.7% |
| 7D | -5.0% | -2.8% | -2.2% | -5.6% |
| 30D | -25.6% | -2.5% | -23.0% | -26.0% |
| 3M | -22.1% | -3.0% | -19.2% | -23.0% |
| 6M | -27.6% | +1.6% | -29.2% | -32.4% |
| YTD | -25.7% | +7.3% | -33.0% | -34.4% |
| All | +12.9% | +5.4% | +7.5% | +2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling