+210.6%
UAL vs ONTO
+60.0%
+150.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +8.9% | -10.7% | -4.4% |
| 7D | +2.3% | +16.4% | -14.1% | -2.8% |
| 30D | +13.3% | -21.4% | +34.8% | +20.0% |
| 3M | -6.3% | -32.7% | +26.5% | +3.0% |
| 6M | +22.5% | -25.2% | +47.7% | +25.6% |
| YTD | +5.9% | +36.2% | -30.4% | -12.3% |
| 1Y | +24.7% | +61.2% | -36.5% | -2.4% |
| All | +210.6% | +60.0% | +150.6% | +123.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling