+449.2%
ONTO vs UEC
+669.7%
-220.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +10.1% | +1.9% | +9.1% |
| 7D | +1.4% | +1.5% | -0.1% | +1.6% |
| 30D | -34.1% | -17.1% | -17.0% | -30.0% |
| 3M | -37.1% | -32.3% | -4.7% | -29.8% |
| 6M | -31.8% | -49.7% | +17.9% | -18.3% |
| YTD | +22.9% | -34.8% | +57.7% | +35.3% |
| 1Y | +39.5% | -37.5% | +77.0% | +54.0% |
| 3Y | +57.7% | +37.1% | +20.6% | +29.2% |
| 5Y | +115.8% | +44.3% | +71.5% | +53.3% |
| All | +449.2% | +669.7% | -220.5% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 10y: compounded portfolio wealth divided by compounded UEC 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…
10y analysis · Full analysis span regression · 6 months rolling