+147.9%
URI vs ONTO
+64.6%
+83.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.8% | -2.5% |
| 7D | -6.0% | -2.4% | -3.6% | -5.8% |
| 30D | +4.6% | -32.9% | +37.5% | +13.4% |
| 3M | -2.7% | -32.2% | +29.5% | +4.4% |
| 6M | +18.4% | -30.6% | +49.0% | +23.2% |
| YTD | +37.4% | +25.1% | +12.2% | +19.9% |
| 1Y | +30.4% | +40.0% | -9.6% | +10.0% |
| 3Y | +147.9% | +45.7% | +102.2% | +74.2% |
| All | +147.9% | +64.6% | +83.3% | +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