+54.8%
UBER vs ONTO
+118.2%
-63.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.9% | -8.4% | -4.1% |
| 7D | -2.8% | +9.7% | -12.5% | -4.1% |
| 30D | -2.5% | -8.8% | +6.3% | -1.8% |
| 3M | +4.4% | +4.5% | -0.1% | +0.8% |
| 6M | -2.7% | +56.4% | -59.1% | -14.3% |
| YTD | -10.5% | +78.1% | -88.6% | -24.0% |
| 1Y | -22.5% | +171.3% | -193.8% | -40.5% |
| 3Y | +54.8% | +118.7% | -63.9% | +9.2% |
| All | +54.8% | +118.2% | -63.4% | +9.2% |
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