+23.9%
UL vs ONTO
+118.2%
-94.4%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.9% | -5.9% | -0.8% |
| 7D | -1.3% | +9.7% | -11.0% | -0.8% |
| 30D | +0.9% | -8.8% | +9.7% | +0.6% |
| 3M | +14.2% | +4.5% | +9.7% | +14.9% |
| 6M | -3.2% | +56.4% | -59.6% | -1.0% |
| YTD | -0.3% | +78.1% | -78.4% | +2.5% |
| 1Y | -8.8% | +171.3% | -180.0% | -4.7% |
| 3Y | +23.9% | +118.7% | -94.8% | +30.5% |
| All | +23.9% | +118.2% | -94.4% | +30.5% |
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