+17.9%
ONDS vs WAT
+71.8%
-53.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.2% |
| 7D | -5.0% | -2.9% | -2.1% | -3.7% |
| 30D | -25.6% | -3.2% | -22.3% | -24.3% |
| 3M | -22.1% | +10.6% | -32.7% | -25.5% |
| 6M | -27.6% | +34.0% | -61.6% | -36.8% |
| YTD | -25.7% | +5.7% | -31.5% | -28.6% |
| 1Y | +30.4% | +37.1% | -6.7% | +9.6% |
| 3Y | +695.0% | +52.4% | +642.6% | +483.9% |
| 5Y | -2.2% | -4.4% | +2.3% | -23.1% |
| All | +17.9% | +71.8% | -53.9% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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