+106.5%
UNP vs ONTO
+476.3%
-369.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.2% |
| 7D | +4.2% | +17.5% | -13.3% | +1.9% |
| 30D | +5.6% | -15.7% | +21.2% | +7.2% |
| 3M | +2.0% | -39.7% | +41.8% | +8.0% |
| 6M | +15.4% | -26.5% | +41.9% | +16.1% |
| YTD | +32.7% | +29.0% | +3.7% | +19.8% |
| 1Y | +39.4% | +57.0% | -17.5% | +21.4% |
| 3Y | +54.3% | +50.0% | +4.3% | +22.3% |
| 5Y | +39.6% | +127.3% | -87.6% | -7.1% |
| All | +106.5% | +476.3% | -369.8% | -15.4% |
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