+23.9%
ONDS vs WM
+104.5%
-80.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -14.4% |
| 3M | -36.3% | +0.4% | -36.8% | -36.4% |
| 6M | -27.5% | -9.5% | -18.0% | -27.5% |
| YTD | -21.9% | +0.5% | -22.4% | -21.8% |
| 1Y | +43.0% | -1.1% | +44.1% | +42.8% |
| 3Y | +697.1% | +46.0% | +651.0% | +676.1% |
| 5Y | -1.2% | +51.8% | -53.0% | -0.7% |
| All | +23.9% | +104.5% | -80.6% | +54.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling