-43.3%
ONDS vs WM
+59.1%
-102.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | -2.1% | +20.1% | +17.7% |
| 7D | -15.6% | +1.2% | -16.8% | -15.4% |
| 30D | -25.8% | +13.1% | -38.9% | -24.9% |
| 3M | -39.0% | +3.6% | -42.6% | -38.6% |
| 6M | -42.9% | +8.1% | -51.0% | -42.7% |
| YTD | -45.3% | +8.9% | -54.2% | -45.2% |
| 1Y | +1.6% | +20.3% | -18.7% | -0.1% |
| 3Y | +834.3% | +46.2% | +788.2% | +741.0% |
| All | -43.3% | +59.1% | -102.4% | -53.4% |
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