+120.5%
URI vs ONTO
+97.2%
+23.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.2% | -4.6% | +0.1% |
| 7D | -2.0% | -1.0% | -1.0% | -1.8% |
| 30D | -12.9% | -2.9% | -10.1% | -13.0% |
| 3M | -6.7% | -2.5% | -4.3% | -8.8% |
| 6M | +19.0% | +28.2% | -9.2% | +6.6% |
| YTD | +25.5% | +69.8% | -44.2% | +3.2% |
| 1Y | +5.5% | +162.9% | -157.3% | -24.4% |
| All | +120.5% | +97.2% | +23.3% | +47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling