-3.3%
ONDS vs HUM
+4.2%
-7.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -5.0% | -1.4% | -3.6% | -4.7% |
| 30D | -25.6% | +7.5% | -33.1% | -26.5% |
| 3M | -22.1% | +10.2% | -32.3% | -23.3% |
| 6M | -27.6% | +132.5% | -160.1% | -38.1% |
| YTD | -25.7% | +57.6% | -83.3% | -32.5% |
| 1Y | +30.4% | +48.6% | -18.2% | +19.3% |
| 3Y | +695.0% | -11.2% | +706.1% | +672.6% |
| All | -3.3% | +4.2% | -7.5% | +1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling