+43.1%
ONTO vs UPST
-48.7%
+91.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +9.4% | -18.1% | -11.9% |
| 7D | -17.4% | -3.1% | -14.2% | -16.5% |
| 30D | -43.2% | -4.0% | -39.2% | -42.5% |
| 3M | -35.7% | -22.9% | -12.8% | -29.9% |
| 6M | -38.3% | -27.1% | -11.2% | -31.6% |
| YTD | +17.1% | -46.5% | +63.6% | +36.4% |
| 1Y | +43.1% | -49.4% | +92.6% | +68.0% |
| All | +43.1% | -48.7% | +91.8% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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