+1,244.1%
UMC vs ONTO
+695.7%
+548.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.9% | +0.2% | +3.3% |
| 7D | +6.6% | +9.7% | -3.1% | +3.1% |
| 30D | +16.6% | -8.8% | +25.4% | +19.6% |
| 3M | +11.0% | +4.5% | +6.5% | +7.9% |
| 6M | +131.3% | +56.4% | +74.9% | +92.7% |
| YTD | +182.5% | +78.1% | +104.4% | +121.7% |
| 1Y | +222.3% | +171.3% | +51.0% | +113.5% |
| 3Y | +253.0% | +118.7% | +134.4% | +115.5% |
| 5Y | +141.8% | +269.4% | -127.6% | +11.2% |
| All | +1,244.1% | +695.7% | +548.4% | +369.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling