+17.9%
ONDS vs WELL
+325.4%
-307.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | -5.0% | -2.2% | -2.7% | -4.1% |
| 30D | -25.6% | +4.7% | -30.3% | -27.0% |
| 3M | -22.1% | +11.9% | -34.1% | -26.7% |
| 6M | -27.6% | +14.3% | -41.9% | -33.2% |
| YTD | -25.7% | +28.4% | -54.1% | -36.0% |
| 1Y | +30.4% | +42.3% | -11.9% | +5.0% |
| 3Y | +695.0% | +202.6% | +492.4% | +295.6% |
| 5Y | -2.2% | +206.5% | -208.7% | -52.8% |
| All | +17.9% | +325.4% | -307.5% | -47.2% |
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