+24.6%
UPS vs ONTO
+58.9%
-34.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.9% | -7.6% | +0.8% |
| 7D | -1.6% | +16.4% | -18.0% | -2.5% |
| 30D | +17.9% | -21.4% | +39.4% | +19.5% |
| 3M | +9.4% | -32.7% | +42.1% | +11.9% |
| 6M | +16.2% | -25.2% | +41.4% | +15.4% |
| YTD | +18.8% | +36.2% | -17.5% | +9.0% |
| All | +24.6% | +58.9% | -34.3% | +11.8% |
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