-16.1%
ONDS vs WMB
+321.1%
-337.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.7% |
| 7D | -3.3% | +7.8% | -11.1% | -7.6% |
| 30D | -16.0% | -5.1% | -10.9% | -12.9% |
| 3M | -42.1% | -4.7% | -37.4% | -40.2% |
| 6M | -41.8% | -7.4% | -34.4% | -39.5% |
| YTD | -47.1% | +17.5% | -64.6% | -52.9% |
| 1Y | -21.3% | +19.5% | -40.8% | -30.6% |
| 3Y | +695.1% | +121.3% | +573.8% | +363.9% |
| 5Y | -50.0% | +200.5% | -250.6% | -74.7% |
| All | -16.1% | +321.1% | -337.2% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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