+18.6%
UAL vs ONTO
+476.3%
-457.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.1% | -0.6% |
| 7D | -3.0% | +17.5% | -20.6% | -9.6% |
| 30D | +10.5% | -15.7% | +26.1% | +15.7% |
| 3M | -13.5% | -39.7% | +26.2% | +2.9% |
| 6M | +14.2% | -26.5% | +40.7% | +17.9% |
| YTD | -2.2% | +29.0% | -31.2% | -23.7% |
| 1Y | +12.5% | +57.0% | -44.5% | -20.0% |
| 3Y | +186.8% | +50.0% | +136.8% | +70.4% |
| 5Y | +119.4% | +127.3% | -7.9% | -10.1% |
| All | +18.6% | +476.3% | -457.8% | -80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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