-5.1%
ONDS vs UPST
-88.8%
+83.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.4% |
| 7D | -3.5% | -3.5% | 0.0% | -2.4% |
| 30D | -14.1% | -7.1% | -7.0% | -12.3% |
| 3M | -36.3% | -13.1% | -23.3% | -33.5% |
| 6M | -27.5% | -1.1% | -26.4% | -26.3% |
| YTD | -21.9% | -35.9% | +13.9% | -10.5% |
| 1Y | +43.0% | -57.4% | +100.4% | +82.0% |
| 3Y | +697.1% | -14.9% | +711.9% | +628.6% |
| All | -5.1% | -88.8% | +83.7% | -10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling