-5.3%
ONDS vs UPST
-48.7%
+43.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -8.3% | +1.6% | -0.1% |
| 7D | -3.8% | -4.5% | +0.7% | -1.1% |
| 30D | -17.2% | -15.3% | -1.9% | -6.0% |
| 3M | -40.2% | -32.4% | -7.7% | -19.2% |
| 6M | -38.5% | -29.5% | -9.0% | -18.7% |
| YTD | -42.9% | -53.3% | +10.4% | -0.4% |
| 1Y | -5.3% | -47.4% | +42.1% | +47.1% |
| All | -5.3% | -48.7% | +43.4% | +47.1% |
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