+210.1%
CAT vs ONDS
-37.0%
+247.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +11.9% | -4.7% | +6.4% |
| 7D | -2.4% | +3.8% | -6.2% | -2.7% |
| 30D | -25.0% | -11.3% | -13.7% | -24.6% |
| 3M | -28.7% | -34.5% | +5.7% | -27.1% |
| 6M | -33.0% | -34.1% | +1.1% | -32.0% |
| YTD | +5.4% | -38.8% | +44.3% | +6.7% |
| 1Y | +7.3% | +2.8% | +4.5% | +5.0% |
| 3Y | +166.0% | +1,111.0% | -944.9% | +110.0% |
| 5Y | +210.1% | -33.7% | +243.8% | +181.5% |
| All | +210.1% | -37.0% | +247.1% | +181.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling