+162.9%
ONTO vs USHY
+4.6%
+158.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.4% |
| 7D | -1.0% | -0.1% | -0.9% | +0.2% |
| 30D | -2.9% | +0.1% | -3.0% | -3.3% |
| 3M | -2.5% | +0.8% | -3.3% | -7.8% |
| 6M | +28.2% | +1.7% | +26.5% | +16.6% |
| YTD | +69.8% | +2.5% | +67.3% | +44.9% |
| 1Y | +162.9% | +4.4% | +158.5% | +88.5% |
| All | +162.9% | +4.6% | +158.3% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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