-53.8%
ONDS vs WM
+61.9%
-115.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | -3.3% | +3.2% | -6.5% | -2.8% |
| 30D | -16.0% | +13.0% | -29.0% | -14.8% |
| 3M | -42.1% | +9.2% | -51.3% | -41.4% |
| 6M | -41.8% | +13.6% | -55.4% | -41.3% |
| YTD | -47.1% | +12.4% | -59.5% | -46.7% |
| 1Y | -21.3% | +21.2% | -42.6% | -21.9% |
| 3Y | +695.1% | +48.7% | +646.4% | +624.4% |
| All | -53.8% | +61.9% | -115.7% | -61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling