+240.3%
UMC vs ONTO
+162.0%
+78.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.6% | -2.2% | +0.7% |
| 7D | +9.0% | +4.9% | +4.1% | +7.1% |
| 30D | +17.2% | -16.6% | +33.9% | +24.6% |
| 3M | +11.4% | -7.3% | +18.7% | +13.3% |
| 6M | +137.5% | +45.9% | +91.6% | +120.4% |
| YTD | +193.1% | +78.2% | +114.9% | +159.9% |
| 1Y | +240.3% | +159.8% | +80.5% | +185.6% |
| All | +240.3% | +162.0% | +78.3% | +185.6% |
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