+706.2%
URI vs ONTO
+390.5%
+315.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +11.1% | -10.0% | -2.8% |
| 7D | -9.8% | -14.0% | +4.3% | -5.4% |
| 30D | +1.7% | -43.1% | +44.8% | +22.4% |
| 3M | -9.1% | -35.5% | +26.5% | +2.4% |
| 6M | +9.9% | -41.1% | +50.9% | +22.9% |
| YTD | +31.2% | +9.8% | +21.4% | +11.2% |
| 1Y | +25.9% | +31.5% | -5.6% | -1.5% |
| 3Y | +147.4% | +45.2% | +102.2% | +54.0% |
| 5Y | +179.7% | +86.7% | +93.0% | +39.4% |
| All | +706.2% | +390.5% | +315.8% | +86.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling