+29.7%
UPS vs ONTO
+508.7%
-479.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.9% | -7.6% | 0.0% |
| 7D | -1.6% | +16.4% | -18.0% | -4.0% |
| 30D | +17.9% | -21.4% | +39.4% | +21.1% |
| 3M | +9.4% | -32.7% | +42.1% | +14.1% |
| 6M | +16.2% | -25.2% | +41.4% | +17.0% |
| YTD | +18.8% | +36.2% | -17.5% | +7.3% |
| 1Y | +26.1% | +61.2% | -35.1% | +10.6% |
| 3Y | -4.5% | +58.7% | -63.1% | -23.4% |
| 5Y | -33.2% | +143.6% | -176.9% | -53.6% |
| All | +29.7% | +508.7% | -479.0% | -31.4% |
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