+390.5%
ONTO vs USHY
+34.8%
+355.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | 0.0% | +11.1% | +11.1% |
| 7D | -14.0% | -0.3% | -13.8% | -13.4% |
| 30D | -43.1% | 0.0% | -43.1% | -43.0% |
| 3M | -35.5% | -1.8% | -33.7% | -31.8% |
| 6M | -41.1% | -1.0% | -40.0% | -38.6% |
| YTD | +9.8% | +0.5% | +9.3% | +10.8% |
| 1Y | +31.5% | +1.9% | +29.6% | +28.0% |
| 3Y | +45.2% | +24.9% | +20.3% | -13.2% |
| 5Y | +86.7% | +18.8% | +67.9% | +33.1% |
| All | +390.5% | +34.8% | +355.7% | +210.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling