+17.6%
ONDS vs HUM
+7.2%
+10.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.5% | -0.6% |
| 7D | -5.1% | +2.1% | -7.2% | -5.4% |
| 30D | -26.0% | +5.4% | -31.4% | -26.5% |
| 3M | -26.4% | +11.4% | -37.9% | -27.4% |
| 6M | -26.4% | +141.5% | -168.0% | -35.1% |
| YTD | -25.9% | +61.2% | -87.1% | -31.4% |
| 1Y | +12.6% | +49.2% | -36.5% | +5.0% |
| 3Y | +706.9% | -9.0% | +716.0% | +666.4% |
| 5Y | -2.4% | +7.2% | -9.6% | -0.9% |
| All | +17.6% | +7.2% | +10.4% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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