+744.0%
URI vs ONTO
+459.0%
+284.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.8% | -2.7% |
| 7D | -6.0% | -2.4% | -3.6% | -5.7% |
| 30D | +4.6% | -32.9% | +37.5% | +18.6% |
| 3M | -2.7% | -32.2% | +29.5% | +8.3% |
| 6M | +18.4% | -30.6% | +49.0% | +24.9% |
| YTD | +37.4% | +25.1% | +12.2% | +11.0% |
| 1Y | +30.4% | +40.0% | -9.6% | +0.1% |
| 3Y | +147.9% | +45.7% | +102.2% | +57.3% |
| 5Y | +202.1% | +128.8% | +73.3% | +37.8% |
| All | +744.0% | +459.0% | +284.9% | +86.6% |
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