-6.8%
ONDS vs CASY
+298.7%
-305.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.6% | +2.2% |
| 7D | +8.7% | +5.8% | +2.9% | +6.9% |
| 30D | -14.1% | +10.7% | -24.8% | -17.0% |
| 3M | -41.2% | -13.9% | -27.3% | -39.0% |
| 6M | -39.2% | -18.4% | -20.7% | -36.4% |
| YTD | -41.3% | +29.6% | -70.9% | -49.9% |
| 1Y | -1.2% | +32.8% | -34.0% | -16.8% |
| 3Y | +847.1% | +162.3% | +684.9% | +490.5% |
| 5Y | -44.8% | +265.0% | -309.8% | -71.3% |
| All | -6.8% | +298.7% | -305.5% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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