+449.2%
ONTO vs UUUU
+280.7%
+168.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +9.8% | +2.2% | +9.1% |
| 7D | +1.4% | -1.1% | +2.5% | +2.1% |
| 30D | -34.1% | -26.6% | -7.5% | -27.4% |
| 3M | -37.1% | -48.3% | +11.2% | -23.8% |
| 6M | -31.8% | -65.8% | +34.0% | -7.3% |
| YTD | +22.9% | -49.7% | +72.6% | +45.5% |
| 1Y | +39.5% | -53.3% | +92.8% | +67.0% |
| 3Y | +57.7% | -7.4% | +65.0% | +37.1% |
| 5Y | +115.8% | -33.4% | +149.2% | +87.7% |
| All | +449.2% | +280.7% | +168.5% | +81.5% |
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