+395.2%
CAT vs ONDS
+22.5%
+372.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.3% | +3.5% | -0.6% |
| 7D | +2.9% | -4.2% | +7.1% | +3.2% |
| 30D | -2.6% | -21.7% | +19.1% | -1.4% |
| 3M | -10.7% | -24.5% | +13.8% | -9.6% |
| 6M | +16.1% | -25.0% | +41.1% | +16.9% |
| YTD | +43.2% | -25.3% | +68.5% | +43.5% |
| 1Y | +96.8% | +33.8% | +63.1% | +89.1% |
| 3Y | +201.4% | +699.3% | -498.0% | +145.1% |
| 5Y | +332.7% | -5.2% | +337.9% | +277.3% |
| All | +395.2% | +22.5% | +372.7% | +336.3% |
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