+508.7%
ONTO vs URA
+281.4%
+227.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.5% | +7.4% | +7.9% |
| 7D | +16.4% | +2.9% | +13.5% | +15.2% |
| 30D | -21.4% | -10.8% | -10.6% | -14.3% |
| 3M | -32.7% | -25.5% | -7.2% | -18.2% |
| 6M | -25.2% | -41.2% | +16.0% | +5.9% |
| YTD | +36.2% | -21.3% | +57.5% | +60.4% |
| 1Y | +61.2% | -25.7% | +86.9% | +95.5% |
| 3Y | +58.7% | +43.1% | +15.6% | +23.2% |
| 5Y | +143.6% | +35.6% | +108.1% | +85.3% |
| All | +508.7% | +281.4% | +227.4% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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