+238.0%
ONTO vs URA
+128.0%
+110.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.8% | +5.4% | +5.7% |
| 7D | -1.0% | +1.1% | -2.1% | -1.6% |
| 30D | -2.9% | +7.4% | -10.3% | -6.5% |
| 3M | -2.5% | -8.4% | +5.9% | +3.3% |
| 6M | +28.2% | -12.7% | +40.9% | +38.6% |
| YTD | +69.8% | +7.8% | +62.0% | +63.5% |
| 1Y | +162.9% | +19.5% | +143.4% | +136.6% |
| 3Y | +95.9% | +116.4% | -20.5% | +25.7% |
| All | +238.0% | +128.0% | +110.0% | +102.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling