+147.4%
URI vs ONTO
+45.4%
+102.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +11.1% | -10.0% | -1.4% |
| 7D | -9.8% | -14.0% | +4.3% | -6.9% |
| 30D | +1.7% | -43.1% | +44.8% | +14.7% |
| 3M | -9.1% | -35.5% | +26.5% | -1.6% |
| 6M | +9.9% | -41.1% | +50.9% | +18.9% |
| YTD | +31.2% | +9.8% | +21.4% | +18.0% |
| 1Y | +25.9% | +31.5% | -5.6% | +7.4% |
| 3Y | +147.4% | +45.2% | +102.2% | +74.2% |
| All | +147.4% | +45.4% | +102.0% | +74.2% |
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