+23.9%
ONDS vs WMB
+348.7%
-324.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.2% |
| 7D | -3.5% | +0.6% | -4.1% | -3.9% |
| 30D | -14.1% | +3.3% | -17.4% | -15.8% |
| 3M | -36.3% | +3.1% | -39.5% | -38.0% |
| 6M | -27.5% | -0.7% | -26.8% | -28.2% |
| YTD | -21.9% | +25.2% | -47.1% | -33.2% |
| 1Y | +43.0% | +32.9% | +10.1% | +17.1% |
| 3Y | +697.1% | +140.6% | +556.5% | +342.8% |
| 5Y | -1.2% | +273.5% | -274.6% | -54.4% |
| All | +23.9% | +348.7% | -324.8% | -42.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling