-0.1%
ONDS vs CASY
+274.3%
-274.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.0% | +3.0% | +0.8% |
| 7D | +8.2% | -4.4% | +12.6% | +9.5% |
| 30D | -16.4% | -12.0% | -4.3% | -13.6% |
| 3M | -26.0% | -2.3% | -23.7% | -27.3% |
| 6M | -22.5% | +10.5% | -33.0% | -28.2% |
| YTD | -21.9% | +33.0% | -54.9% | -32.8% |
| 1Y | +25.7% | +41.1% | -15.4% | +5.5% |
| 3Y | +735.5% | +207.5% | +528.0% | +417.6% |
| 5Y | -0.1% | +290.7% | -290.9% | -44.8% |
| All | -0.1% | +274.3% | -274.4% | -44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling