+80.4%
UNH vs ONTO
+658.6%
-578.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.2% | -7.1% | -1.6% |
| 7D | +1.1% | -1.0% | +2.1% | +1.1% |
| 30D | -3.8% | -2.9% | -0.9% | -3.9% |
| 3M | +0.7% | -2.5% | +3.2% | -0.7% |
| 6M | +37.9% | +28.2% | +9.7% | +30.5% |
| YTD | +21.9% | +69.8% | -47.8% | +11.2% |
| 1Y | +31.4% | +162.9% | -131.5% | +12.8% |
| 3Y | -11.4% | +95.9% | -107.3% | -27.2% |
| 5Y | +2.5% | +244.5% | -242.0% | -30.6% |
| All | +80.4% | +658.6% | -578.2% | -21.0% |
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 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