+130.5%
WMT vs ONDS
+22.5%
+108.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.3% | +4.1% | -0.2% |
| 7D | -0.2% | -4.2% | +4.0% | -0.2% |
| 30D | -5.8% | -21.7% | +15.9% | -5.7% |
| 3M | -10.8% | -24.5% | +13.7% | -10.6% |
| 6M | -14.3% | -25.0% | +10.7% | -14.3% |
| YTD | -4.4% | -25.3% | +20.9% | -4.5% |
| 1Y | +4.3% | +33.8% | -29.4% | +3.4% |
| 3Y | +100.1% | +699.3% | -599.3% | +91.1% |
| 5Y | +130.8% | -5.2% | +136.0% | +120.0% |
| All | +130.5% | +22.5% | +108.0% | +120.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling