-53.8%
ONDS vs WFC
+90.3%
-144.1%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.2% |
| 7D | -3.3% | +2.5% | -5.8% | -4.8% |
| 30D | -16.0% | +7.0% | -23.0% | -19.9% |
| 3M | -42.1% | -1.8% | -40.3% | -41.8% |
| 6M | -41.8% | +18.4% | -60.2% | -49.0% |
| YTD | -47.1% | -5.6% | -41.5% | -45.6% |
| 1Y | -21.3% | +3.9% | -25.2% | -23.8% |
| 3Y | +695.1% | +126.3% | +568.7% | +363.1% |
| All | -53.8% | +90.3% | -144.1% | -69.6% |
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