+23.9%
ONDS vs WM
+103.4%
-79.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | -0.1% |
| 7D | +8.2% | -0.9% | +9.1% | +8.1% |
| 30D | -16.4% | -4.3% | -12.0% | -16.9% |
| 3M | -26.0% | +0.8% | -26.8% | -26.1% |
| 6M | -22.5% | -10.8% | -11.7% | -22.5% |
| YTD | -21.9% | -0.1% | -21.9% | -21.9% |
| 1Y | +25.7% | +1.0% | +24.7% | +25.5% |
| 3Y | +735.5% | +45.1% | +690.4% | +712.8% |
| 5Y | -0.1% | +52.1% | -52.2% | +0.8% |
| All | +23.9% | +103.4% | -79.5% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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