+115.0%
UMC vs ONTO
+46.1%
+68.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -8.7% | +6.6% | +1.4% |
| 7D | -14.7% | -17.4% | +2.7% | -8.0% |
| 30D | -32.9% | -43.2% | +10.3% | -16.4% |
| 3M | -22.2% | -35.7% | +13.6% | -9.1% |
| 6M | +25.9% | -38.3% | +64.2% | +49.2% |
| YTD | +107.9% | +17.1% | +90.8% | +114.0% |
| 1Y | +115.0% | +43.1% | +71.9% | +103.4% |
| All | +115.0% | +46.1% | +68.9% | +103.4% |
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 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