+39.1%
ONON vs URI
+161.0%
-121.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.9% | -6.4% | -1.7% |
| 7D | +5.7% | -4.0% | +9.7% | +6.8% |
| 30D | +7.0% | +6.8% | +0.2% | +4.3% |
| 3M | -0.1% | -2.8% | +2.8% | +0.2% |
| 6M | +6.5% | +20.9% | -14.4% | -1.9% |
| YTD | -19.3% | +40.2% | -59.5% | -31.3% |
| 1Y | +7.2% | +34.1% | -26.9% | -7.0% |
| 3Y | +39.1% | +164.1% | -125.0% | -14.1% |
| All | +39.1% | +161.0% | -121.9% | -14.1% |
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