+130.3%
WMT vs ONDS
+21.8%
+108.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.5% | -0.1% |
| 7D | -2.5% | -5.0% | +2.5% | -2.5% |
| 30D | -6.4% | -25.6% | +19.1% | -6.3% |
| 3M | -12.1% | -22.1% | +10.0% | -12.0% |
| 6M | -15.0% | -27.6% | +12.6% | -14.9% |
| YTD | -4.5% | -25.7% | +21.2% | -4.6% |
| 1Y | +6.2% | +30.4% | -24.2% | +5.2% |
| 3Y | +99.9% | +695.0% | -595.1% | +90.9% |
| 5Y | +131.4% | -2.2% | +133.6% | +120.7% |
| All | +130.3% | +21.8% | +108.4% | +120.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONDS.
Daily Out/Under-Performance
Portfolio return minus ONDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONDS 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 ONDS 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