+31.5%
ONTO vs URA
-31.4%
+62.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +4.4% | +6.7% | +7.3% |
| 7D | -14.0% | -4.1% | -9.9% | -10.1% |
| 30D | -43.1% | -19.0% | -24.1% | -31.3% |
| 3M | -35.5% | -25.1% | -10.4% | -17.2% |
| 6M | -41.1% | -44.5% | +3.4% | -8.4% |
| YTD | +9.8% | -24.3% | +34.1% | +35.0% |
| 1Y | +31.5% | -28.1% | +59.6% | +65.9% |
| All | +31.5% | -31.4% | +62.9% | +65.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling