+171.3%
ONTO vs UMAC
+168.1%
+3.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +9.3% | -4.5% | +3.4% |
| 7D | +9.7% | +14.7% | -5.1% | +7.2% |
| 30D | -8.8% | -0.5% | -8.3% | -10.0% |
| 3M | +4.5% | +0.5% | +4.0% | +1.2% |
| 6M | +56.4% | +57.9% | -1.5% | +35.9% |
| YTD | +78.1% | +103.9% | -25.8% | +43.4% |
| 1Y | +171.3% | +159.3% | +12.0% | +117.9% |
| All | +171.3% | +168.1% | +3.2% | +117.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UMAC.
Daily Out/Under-Performance
Portfolio return minus UMAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMAC 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 1y: compounded portfolio wealth divided by compounded UMAC 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…
1y analysis · Full analysis span regression · 6 months rolling