+17.9%
ONDS vs WEC
+35.8%
-17.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.6% |
| 7D | -5.0% | -1.3% | -3.7% | -5.0% |
| 30D | -25.6% | -0.4% | -25.2% | -25.6% |
| 3M | -22.1% | -6.8% | -15.3% | -22.2% |
| 6M | -27.6% | -6.4% | -21.2% | -27.6% |
| YTD | -25.7% | +2.5% | -28.2% | -26.0% |
| 1Y | +30.4% | -0.4% | +30.8% | +30.2% |
| 3Y | +695.0% | +38.5% | +656.4% | +663.0% |
| 5Y | -2.2% | +31.7% | -33.8% | -5.2% |
| All | +17.9% | +35.8% | -17.9% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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