+22.3%
UAL vs ONTO
+390.5%
-368.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +11.1% | -9.0% | -2.5% |
| 7D | +8.2% | -14.0% | +22.2% | +13.4% |
| 30D | +2.3% | -43.1% | +45.4% | +26.5% |
| 3M | -12.7% | -35.5% | +22.8% | 0.0% |
| 6M | +12.7% | -41.1% | +53.8% | +27.9% |
| YTD | +0.8% | +9.8% | -8.9% | -15.6% |
| 1Y | +17.8% | +31.5% | -13.7% | -9.7% |
| 3Y | +206.7% | +45.2% | +161.5% | +81.3% |
| 5Y | +113.9% | +86.7% | +27.2% | -3.8% |
| All | +22.3% | +390.5% | -368.2% | -78.7% |
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