+688.0%
ONTO vs UUUU
+657.8%
+30.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | +9.4% | +1.8% | +7.6% | +8.8% |
| 30D | -4.4% | +1.8% | -6.3% | -5.2% |
| 3M | +1.6% | +1.3% | +0.3% | +1.7% |
| 6M | +45.3% | -26.8% | +72.0% | +56.0% |
| YTD | +76.4% | +0.1% | +76.3% | +70.4% |
| 1Y | +167.2% | +11.2% | +155.9% | +139.5% |
| 3Y | +116.6% | +97.7% | +18.9% | +49.7% |
| 5Y | +263.7% | +127.3% | +136.4% | +119.1% |
| All | +688.0% | +657.8% | +30.2% | +112.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling