+77.6%
UMC vs ONTO
+124.4%
-46.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -23.6% |
| 3M | -20.5% | -39.7% | +19.2% | -5.5% |
| 6M | -1.6% | -26.5% | +24.9% | +7.8% |
| YTD | +99.4% | +29.0% | +70.4% | +77.0% |
| 1Y | +120.4% | +57.0% | +63.5% | +82.0% |
| 3Y | +134.2% | +50.0% | +84.2% | +62.6% |
| All | +77.6% | +124.4% | -46.8% | -13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling