+115.7%
UBER vs ONTO
+696.1%
-580.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.6% | -5.8% | -2.6% |
| 7D | -5.4% | +4.9% | -10.3% | -7.0% |
| 30D | -4.9% | -16.6% | +11.7% | -0.3% |
| 3M | +3.0% | -7.3% | +10.4% | +0.1% |
| 6M | -4.4% | +45.9% | -50.3% | -23.3% |
| YTD | -12.3% | +78.2% | -90.5% | -35.8% |
| 1Y | -24.3% | +159.8% | -184.1% | -53.0% |
| 3Y | +46.4% | +123.4% | -77.0% | -20.6% |
| 5Y | +79.7% | +265.8% | -186.1% | -29.4% |
| All | +115.7% | +696.1% | -580.4% | -55.3% |
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