+22.9%
ONDS vs UPST
+7.9%
+15.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.3% |
| 7D | -3.5% | -3.5% | 0.0% | -2.6% |
| 30D | -14.1% | -7.1% | -7.0% | -12.6% |
| 3M | -36.3% | -13.1% | -23.3% | -34.1% |
| 6M | -27.5% | -1.1% | -26.4% | -26.5% |
| YTD | -21.9% | -35.9% | +13.9% | -12.9% |
| 1Y | +43.0% | -57.4% | +100.4% | +73.3% |
| 3Y | +697.1% | -14.9% | +711.9% | +658.6% |
| 5Y | -1.2% | -88.7% | +87.5% | -2.5% |
| All | +22.9% | +7.9% | +15.0% | +31.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling