-16.1%
ONDS vs WELL
+342.7%
-358.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.9% |
| 7D | -3.3% | +0.1% | -3.4% | -3.3% |
| 30D | -16.0% | +5.7% | -21.6% | -18.0% |
| 3M | -42.1% | +4.6% | -46.7% | -43.4% |
| 6M | -41.8% | +11.9% | -53.6% | -45.6% |
| YTD | -47.1% | +33.6% | -80.7% | -55.3% |
| 1Y | -21.3% | +29.8% | -51.1% | -32.7% |
| 3Y | +695.1% | +202.2% | +492.9% | +295.5% |
| 5Y | -50.0% | +223.2% | -273.3% | -76.4% |
| All | -16.1% | +342.7% | -358.8% | -63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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