-20.5%
UNH vs ONTO
+56.0%
-76.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +0.6% |
| 7D | +2.4% | +34.4% | -32.0% | +2.2% |
| 30D | +7.2% | -20.4% | +27.7% | +7.3% |
| 3M | +0.5% | -37.8% | +38.3% | +0.7% |
| 6M | +3.4% | -24.6% | +28.0% | +3.1% |
| YTD | +25.2% | +32.8% | -7.7% | +23.2% |
| 1Y | +22.7% | +54.7% | -32.0% | +20.5% |
| All | -20.5% | +56.0% | -76.5% | -19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling