-16.1%
ONDS vs CASY
+297.5%
-313.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.2% |
| 7D | -3.3% | +3.6% | -6.8% | -4.2% |
| 30D | -16.0% | +9.1% | -25.0% | -18.3% |
| 3M | -42.1% | -16.5% | -25.6% | -39.2% |
| 6M | -41.8% | -19.7% | -22.1% | -38.7% |
| YTD | -47.1% | +29.3% | -76.4% | -54.8% |
| 1Y | -21.3% | +33.1% | -54.5% | -33.8% |
| 3Y | +695.1% | +158.5% | +536.5% | +398.4% |
| 5Y | -50.0% | +266.7% | -316.8% | -74.1% |
| All | -16.1% | +297.5% | -313.6% | -51.9% |
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