+128.1%
UBER vs ONTO
+658.6%
-530.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.2% | -6.4% | -2.2% |
| 7D | -3.9% | -1.0% | -2.9% | -3.7% |
| 30D | +11.1% | -2.9% | +14.0% | +10.5% |
| 3M | +4.9% | -2.5% | +7.4% | -0.4% |
| 6M | -1.2% | +28.2% | -29.4% | -17.2% |
| YTD | -7.3% | +69.8% | -77.1% | -31.0% |
| 1Y | -17.6% | +162.9% | -180.5% | -49.2% |
| 3Y | +61.1% | +95.9% | -34.9% | -7.5% |
| 5Y | +87.9% | +244.5% | -156.6% | -24.5% |
| All | +128.1% | +658.6% | -530.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling