+50.0%
UNP vs ONTO
+258.3%
-208.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.9% | -5.3% | -0.8% |
| 7D | -0.7% | +9.7% | -10.4% | -1.5% |
| 30D | -1.1% | -8.8% | +7.7% | -0.6% |
| 3M | +7.9% | +4.5% | +3.4% | +6.2% |
| 6M | +14.6% | +56.4% | -41.8% | +7.7% |
| YTD | +26.6% | +78.1% | -51.5% | +17.0% |
| 1Y | +35.6% | +171.3% | -135.7% | +19.3% |
| 3Y | +45.5% | +118.7% | -73.2% | +22.2% |
| 5Y | +50.0% | +269.4% | -219.4% | +10.7% |
| All | +50.0% | +258.3% | -208.3% | +10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling