+45.2%
ONTO vs USHY
+24.4%
+20.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | 0.0% | +11.1% | +11.1% |
| 7D | -14.0% | -0.3% | -13.8% | -12.8% |
| 30D | -43.1% | 0.0% | -43.1% | -42.9% |
| 3M | -35.5% | -1.8% | -33.7% | -28.3% |
| 6M | -41.1% | -1.0% | -40.0% | -36.4% |
| YTD | +9.8% | +0.5% | +9.3% | +11.1% |
| 1Y | +31.5% | +1.9% | +29.6% | +24.5% |
| 3Y | +45.2% | +24.9% | +20.3% | -22.4% |
| All | +45.2% | +24.4% | +20.7% | -22.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling