+23.5%
UNH vs ONDS
+22.5%
+1.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.3% | +2.4% | -1.9% |
| 7D | -1.7% | -4.2% | +2.6% | -1.6% |
| 30D | -3.8% | -21.7% | +17.9% | -3.7% |
| 3M | -4.3% | -24.5% | +20.2% | -4.2% |
| 6M | +38.6% | -25.0% | +63.6% | +38.7% |
| YTD | +20.7% | -25.3% | +46.0% | +20.6% |
| 1Y | +16.0% | +33.8% | -17.8% | +15.4% |
| 3Y | -13.5% | +699.3% | -712.8% | -14.7% |
| 5Y | +3.5% | -5.2% | +8.7% | +2.1% |
| All | +23.5% | +22.5% | +1.0% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ONDS.
Daily Out/Under-Performance
Portfolio return minus ONDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONDS 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 ONDS 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