+848.6%
UMC vs ONTO
+476.3%
+372.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | -1.2% |
| 7D | +11.2% | +17.5% | -6.3% | +4.6% |
| 30D | -28.0% | -15.7% | -12.4% | -23.5% |
| 3M | -20.5% | -39.7% | +19.2% | -5.2% |
| 6M | -1.6% | -26.5% | +24.9% | +7.8% |
| YTD | +99.4% | +29.0% | +70.4% | +75.4% |
| 1Y | +120.4% | +57.0% | +63.5% | +79.9% |
| 3Y | +134.2% | +50.0% | +84.2% | +65.5% |
| 5Y | +78.8% | +127.3% | -48.4% | -1.4% |
| All | +848.6% | +476.3% | +372.3% | +271.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling