+17.9%
ONDS vs UNP
+60.5%
-42.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.7% |
| 7D | -5.0% | -1.2% | -3.8% | -4.4% |
| 30D | -25.6% | -2.0% | -23.6% | -24.9% |
| 3M | -22.1% | +7.5% | -29.6% | -25.7% |
| 6M | -27.6% | +15.3% | -42.9% | -34.3% |
| YTD | -25.7% | +25.4% | -51.1% | -36.4% |
| 1Y | +30.4% | +35.6% | -5.2% | +6.1% |
| 3Y | +695.0% | +44.1% | +650.8% | +528.4% |
| 5Y | -2.2% | +54.0% | -56.1% | -22.8% |
| All | +17.9% | +60.5% | -42.7% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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