+32.9%
URI vs ONTO
+46.1%
-13.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -8.7% | +4.3% | -3.0% |
| 7D | -4.3% | -17.4% | +13.0% | -1.6% |
| 30D | +4.6% | -43.2% | +47.8% | +13.8% |
| 3M | -2.1% | -35.7% | +33.6% | +3.8% |
| 6M | +21.9% | -38.3% | +60.2% | +28.6% |
| YTD | +39.7% | +17.1% | +22.6% | +24.2% |
| 1Y | +32.9% | +43.1% | -10.3% | +13.8% |
| All | +32.9% | +46.1% | -13.2% | +13.8% |
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