+97.8%
UNP vs ONTO
+658.6%
-560.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.2% | -6.0% | -0.7% |
| 7D | -5.3% | -1.0% | -4.3% | -5.2% |
| 30D | -1.5% | -2.9% | +1.3% | -1.7% |
| 3M | +10.3% | -2.5% | +12.7% | +8.2% |
| 6M | +9.7% | +28.2% | -18.5% | +1.8% |
| YTD | +27.1% | +69.8% | -42.7% | +11.9% |
| 1Y | +32.6% | +162.9% | -130.3% | +7.1% |
| 3Y | +40.0% | +95.9% | -56.0% | +7.9% |
| 5Y | +50.8% | +244.5% | -193.6% | -7.1% |
| All | +97.8% | +658.6% | -560.8% | -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