-21.3%
ONDS vs UPST
-49.8%
+28.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.1% | -5.1% | -4.8% |
| 7D | -3.3% | -10.6% | +7.4% | +6.3% |
| 30D | -16.0% | -14.0% | -2.0% | -5.6% |
| 3M | -42.1% | -36.8% | -5.2% | -15.3% |
| 6M | -41.8% | -27.5% | -14.2% | -23.8% |
| YTD | -47.1% | -55.3% | +8.1% | -0.8% |
| 1Y | -21.3% | -47.5% | +26.2% | +18.7% |
| All | -21.3% | -49.8% | +28.5% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 1y: compounded portfolio wealth divided by compounded UPST 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…
1y analysis · Full analysis span regression · 6 months rolling