+34.6%
UNP vs ONTO
+168.3%
-133.7%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.3% |
| 7D | -1.7% | +9.4% | -11.1% | -1.9% |
| 30D | -2.1% | -4.4% | +2.3% | -2.0% |
| 3M | +5.4% | +1.6% | +3.9% | +4.8% |
| 6M | +13.4% | +45.3% | -31.9% | +9.8% |
| YTD | +25.0% | +76.4% | -51.4% | +19.3% |
| 1Y | +34.6% | +167.2% | -132.6% | +23.5% |
| All | +34.6% | +168.3% | -133.7% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling