-5.1%
ONDS vs WM
+52.1%
-57.2%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | -0.3% |
| 7D | -3.5% | -0.3% | -3.2% | -3.6% |
| 30D | -14.1% | -2.4% | -11.7% | -14.3% |
| 3M | -36.3% | +0.4% | -36.8% | -36.6% |
| 6M | -27.5% | -9.5% | -18.0% | -27.1% |
| YTD | -21.9% | +0.5% | -22.4% | -22.2% |
| 1Y | +43.0% | -1.1% | +44.1% | +42.2% |
| 3Y | +697.1% | +46.0% | +651.0% | +619.7% |
| All | -5.1% | +52.1% | -57.2% | -8.8% |
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