+671.3%
URI vs ONTO
+658.6%
+12.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.2% | -4.6% | -0.6% |
| 7D | -2.0% | -1.0% | -1.0% | -1.6% |
| 30D | -12.9% | -2.9% | -10.1% | -13.2% |
| 3M | -6.7% | -2.5% | -4.3% | -10.4% |
| 6M | +19.0% | +28.2% | -9.2% | +0.2% |
| YTD | +25.5% | +69.8% | -44.2% | -6.8% |
| 1Y | +5.5% | +162.9% | -157.3% | -36.1% |
| 3Y | +111.3% | +95.9% | +15.4% | +22.9% |
| 5Y | +198.6% | +244.5% | -45.9% | +17.2% |
| All | +671.3% | +658.6% | +12.7% | +56.7% |
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