+128.2%
UAL vs ONTO
+118.2%
+9.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.9% | -7.7% | -4.3% |
| 7D | +3.5% | +9.7% | -6.2% | +0.5% |
| 30D | -16.5% | -8.8% | -7.6% | -14.7% |
| 3M | +2.8% | +4.5% | -1.7% | -2.4% |
| 6M | +17.6% | +56.4% | -38.9% | -3.6% |
| YTD | -3.2% | +78.1% | -81.3% | -24.2% |
| 1Y | +0.4% | +171.3% | -170.8% | -32.0% |
| 3Y | +128.2% | +118.7% | +9.5% | +51.9% |
| All | +128.2% | +118.2% | +9.9% | +51.9% |
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