+109.8%
UBER vs ONTO
+476.3%
-366.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.9% | +3.7% | +1.7% |
| 7D | +1.6% | +17.5% | -15.9% | -3.3% |
| 30D | +0.6% | -15.7% | +16.2% | +3.8% |
| 3M | -8.2% | -39.7% | +31.6% | +3.2% |
| 6M | -6.7% | -26.5% | +19.8% | -7.0% |
| YTD | -14.7% | +29.0% | -43.7% | -33.1% |
| 1Y | -24.1% | +57.0% | -81.0% | -45.0% |
| 3Y | +33.4% | +50.0% | -16.6% | -18.9% |
| 5Y | +54.5% | +127.3% | -72.8% | -29.6% |
| All | +109.8% | +476.3% | -366.6% | -53.4% |
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