+23.9%
ONDS vs WEC
+36.5%
-12.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | -0.2% |
| 7D | -3.5% | -0.3% | -3.3% | -3.6% |
| 30D | -14.1% | -1.3% | -12.8% | -14.1% |
| 3M | -36.3% | -3.9% | -32.4% | -36.5% |
| 6M | -27.5% | -8.3% | -19.2% | -27.5% |
| YTD | -21.9% | +3.1% | -25.0% | -22.2% |
| 1Y | +43.0% | +1.9% | +41.0% | +42.7% |
| 3Y | +697.1% | +41.9% | +655.2% | +666.2% |
| 5Y | -1.2% | +30.8% | -32.0% | -4.8% |
| All | +23.9% | +36.5% | -12.6% | +36.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling