+130.7%
ONTO vs USHY
+19.5%
+111.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.5% |
| 7D | +17.5% | -0.4% | +17.9% | +19.4% |
| 30D | -15.7% | +0.6% | -16.2% | -17.1% |
| 3M | -39.7% | -2.0% | -37.7% | -35.2% |
| 6M | -26.5% | -0.5% | -25.9% | -24.1% |
| YTD | +29.0% | +0.6% | +28.4% | +29.8% |
| 1Y | +57.0% | +2.1% | +54.8% | +50.9% |
| 3Y | +50.0% | +25.3% | +24.7% | -16.0% |
| All | +130.7% | +19.5% | +111.2% | +96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling