+46.9%
UNP vs ONTO
+104.0%
-57.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.2% | -6.0% | -0.1% |
| 7D | -5.3% | -1.0% | -4.3% | -5.3% |
| 30D | -1.5% | -2.9% | +1.3% | -1.6% |
| 3M | +10.3% | -2.5% | +12.7% | +9.5% |
| 6M | +9.7% | +28.2% | -18.5% | +6.5% |
| YTD | +27.1% | +69.8% | -42.7% | +20.8% |
| 1Y | +32.6% | +162.9% | -130.3% | +21.9% |
| All | +46.9% | +104.0% | -57.1% | +30.0% |
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