+17.9%
ONDS vs WMB
+340.7%
-322.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +1.2% |
| 7D | -5.0% | -1.7% | -3.3% | -4.1% |
| 30D | -25.6% | +0.7% | -26.3% | -26.0% |
| 3M | -22.1% | +1.5% | -23.6% | -23.5% |
| 6M | -27.6% | +0.1% | -27.6% | -28.7% |
| YTD | -25.7% | +22.9% | -48.6% | -35.8% |
| 1Y | +30.4% | +27.9% | +2.5% | +9.5% |
| 3Y | +695.0% | +139.1% | +555.8% | +342.6% |
| 5Y | -2.2% | +270.9% | -273.1% | -54.5% |
| All | +17.9% | +340.7% | -322.8% | -44.9% |
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