+18.5%
ONDS vs WSM
+353.9%
-335.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.2% | -4.3% |
| 7D | -4.2% | +2.6% | -6.8% | -5.4% |
| 30D | -21.7% | -9.3% | -12.4% | -17.9% |
| 3M | -24.5% | +7.1% | -31.5% | -26.9% |
| 6M | -25.0% | +21.7% | -46.7% | -31.8% |
| YTD | -25.3% | +28.7% | -54.0% | -33.7% |
| 1Y | +33.8% | +13.9% | +19.9% | +24.9% |
| 3Y | +699.3% | +232.2% | +467.2% | +345.9% |
| 5Y | -5.2% | +176.4% | -181.6% | -47.3% |
| All | +18.5% | +353.9% | -335.4% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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