-5.2%
ONDS vs WEC
+30.7%
-35.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -4.3% |
| 7D | -4.2% | +0.4% | -4.6% | -4.2% |
| 30D | -21.7% | +0.9% | -22.6% | -21.8% |
| 3M | -24.5% | -5.3% | -19.1% | -24.2% |
| 6M | -25.0% | -6.6% | -18.4% | -24.7% |
| YTD | -25.3% | +3.3% | -28.6% | -26.1% |
| 1Y | +33.8% | +2.1% | +31.7% | +32.7% |
| 3Y | +699.3% | +39.6% | +659.8% | +621.0% |
| 5Y | -5.2% | +31.2% | -36.4% | -11.5% |
| All | -5.2% | +30.7% | -35.9% | -11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling