+238.0%
ONTO vs USHY
+21.7%
+216.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.3% |
| 7D | -1.0% | -0.1% | -0.9% | -0.6% |
| 30D | -2.9% | +0.1% | -3.0% | -3.0% |
| 3M | -2.5% | +0.8% | -3.3% | -4.3% |
| 6M | +28.2% | +1.7% | +26.5% | +23.4% |
| YTD | +69.8% | +2.5% | +67.3% | +60.0% |
| 1Y | +162.9% | +4.4% | +158.5% | +135.1% |
| 3Y | +95.9% | +27.4% | +68.6% | +3.0% |
| All | +238.0% | +21.7% | +216.3% | +179.2% |
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