+265.3%
CAT vs ONDS
-13.3%
+278.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.0% | +2.2% | -0.7% |
| 7D | +7.4% | -3.3% | +10.7% | +7.6% |
| 30D | -19.7% | -16.0% | -3.7% | -19.0% |
| 3M | -29.6% | -42.1% | +12.5% | -27.5% |
| 6M | -33.2% | -41.8% | +8.6% | -31.7% |
| YTD | +5.7% | -47.1% | +52.8% | +7.8% |
| 1Y | +9.3% | -21.3% | +30.7% | +8.7% |
| 3Y | +158.3% | +695.1% | -536.7% | +112.1% |
| 5Y | +211.6% | -50.0% | +261.6% | +180.3% |
| All | +265.3% | -13.3% | +278.6% | +227.9% |
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