+17.9%
ONDS vs UPS
-23.4%
+41.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.0% |
| 7D | -5.0% | -3.4% | -1.6% | -2.9% |
| 30D | -25.6% | -2.7% | -22.8% | -24.3% |
| 3M | -22.1% | -1.6% | -20.5% | -22.1% |
| 6M | -27.6% | +2.3% | -29.9% | -29.1% |
| YTD | -25.7% | +5.6% | -31.3% | -29.6% |
| 1Y | +30.4% | +27.1% | +3.3% | +8.3% |
| 3Y | +695.0% | -26.3% | +721.3% | +815.4% |
| 5Y | -2.2% | -34.5% | +32.3% | +23.8% |
| All | +17.9% | -23.4% | +41.3% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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