+332.7%
CAT vs ONDS
-3.7%
+336.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.3% |
| 3M | -10.7% | -24.5% | +13.8% | -9.5% |
| 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% | +88.8% |
| 3Y | +201.4% | +699.3% | -498.0% | +142.3% |
| 5Y | +332.7% | -5.2% | +337.9% | +278.8% |
| All | +332.7% | -3.7% | +336.4% | +278.8% |
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