+644.1%
ONDS vs CART
+39.2%
+604.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.7% | -6.5% | -6.9% |
| 7D | +17.7% | +1.2% | +16.5% | +17.3% |
| 30D | -20.7% | +17.8% | -38.5% | -25.2% |
| 3M | -45.5% | +20.7% | -66.2% | -49.4% |
| 6M | -41.2% | +49.7% | -90.9% | -50.3% |
| YTD | -45.5% | +30.0% | -75.5% | -52.0% |
| 1Y | -3.4% | +48.4% | -51.8% | -19.2% |
| 3Y | +779.3% | +132.0% | +647.4% | +517.9% |
| All | +644.1% | +39.2% | +604.8% | +392.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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