+86.2%
UNH vs ONTO
+476.3%
-390.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.9% | +3.5% | +0.8% |
| 7D | +3.4% | +17.5% | -14.1% | +1.7% |
| 30D | +3.0% | -15.7% | +18.6% | +4.2% |
| 3M | +2.7% | -39.7% | +42.5% | +6.9% |
| 6M | +2.8% | -26.5% | +29.3% | +3.1% |
| YTD | +25.9% | +29.0% | -3.1% | +16.9% |
| 1Y | +25.8% | +57.0% | -31.2% | +13.9% |
| 3Y | -20.0% | +50.0% | -70.0% | -32.9% |
| 5Y | -2.8% | +127.3% | -130.1% | -29.8% |
| All | +86.2% | +476.3% | -390.1% | -16.9% |
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