-3.9%
ONON vs URA
+39.9%
-43.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +2.2% |
| 7D | -10.0% | -1.5% | -8.4% | -9.5% |
| 30D | -5.3% | -10.4% | +5.1% | -2.1% |
| 3M | +6.5% | -29.6% | +36.1% | +18.6% |
| 6M | -5.0% | -40.3% | +35.3% | +10.8% |
| YTD | -27.6% | -25.5% | -2.2% | -24.2% |
| 1Y | -20.7% | -26.4% | +5.7% | -16.9% |
| 3Y | +26.6% | +31.4% | -4.8% | -5.8% |
| 5Y | -9.6% | +28.6% | -38.2% | -40.2% |
| All | -3.9% | +39.9% | -43.8% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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