-7.8%
ONON vs URI
+126.5%
-134.3%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.1% | -2.8% |
| 7D | -1.7% | +2.5% | -4.2% | -2.5% |
| 30D | -27.4% | -12.5% | -14.8% | -24.1% |
| 3M | -26.5% | -6.2% | -20.3% | -25.5% |
| 6M | -34.2% | +25.9% | -60.1% | -41.3% |
| YTD | -41.3% | +26.2% | -67.5% | -48.3% |
| 1Y | -39.7% | +5.5% | -45.2% | -42.7% |
| 3Y | -7.8% | +125.0% | -132.8% | -42.7% |
| All | -7.8% | +126.5% | -134.3% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 3y: compounded portfolio wealth divided by compounded URI 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…
3y analysis · Full analysis span regression · 6 months rolling