+76.2%
UBER vs ONTO
+268.0%
-191.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.6% |
| 7D | -7.0% | +9.4% | -16.4% | -9.2% |
| 30D | -8.9% | -4.4% | -4.5% | -8.7% |
| 3M | +1.0% | +1.6% | -0.6% | -4.0% |
| 6M | -3.7% | +45.3% | -49.0% | -19.7% |
| YTD | -13.0% | +76.4% | -89.4% | -32.8% |
| 1Y | -25.5% | +167.2% | -192.7% | -50.7% |
| 3Y | +50.5% | +116.6% | -66.1% | -11.8% |
| 5Y | +76.2% | +263.7% | -187.6% | -23.1% |
| All | +76.2% | +268.0% | -191.8% | -23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling