-2.2%
ONDS vs WFC
+124.5%
-126.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -5.0% | +0.3% | -5.3% | -5.3% |
| 30D | -25.6% | +2.3% | -27.9% | -26.8% |
| 3M | -22.1% | +9.8% | -31.9% | -27.1% |
| 6M | -27.6% | +15.6% | -43.1% | -35.0% |
| YTD | -25.7% | -2.4% | -23.3% | -24.9% |
| 1Y | +30.4% | +13.8% | +16.6% | +20.3% |
| 3Y | +695.0% | +134.6% | +560.3% | +380.7% |
| 5Y | -2.2% | +127.9% | -130.1% | -22.4% |
| All | -2.2% | +124.5% | -126.7% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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