+207.2%
UMC vs ONTO
+162.8%
+44.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.2% | -1.6% | +2.4% |
| 7D | +5.0% | -1.0% | +6.0% | +5.2% |
| 30D | +7.7% | -2.9% | +10.6% | +7.1% |
| 3M | +1.7% | -2.5% | +4.1% | +2.7% |
| 6M | +113.9% | +28.2% | +85.7% | +104.6% |
| YTD | +168.9% | +69.8% | +99.1% | +143.3% |
| 1Y | +207.2% | +162.9% | +44.3% | +171.3% |
| All | +207.2% | +162.8% | +44.4% | +171.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling