+59.3%
USAR vs ONON
-19.5%
+78.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | 0.0% | -6.0% | -6.0% |
| 7D | -9.3% | -5.3% | -4.0% | -9.0% |
| 30D | -15.2% | -13.1% | -2.0% | -14.3% |
| 3M | -21.1% | -29.3% | +8.2% | -19.3% |
| 6M | -21.6% | -34.5% | +13.0% | -20.0% |
| YTD | +34.8% | -42.2% | +77.0% | +37.5% |
| 1Y | +15.6% | -37.3% | +53.0% | +18.3% |
| 3Y | +57.7% | -9.3% | +67.0% | +60.5% |
| All | +59.3% | -19.5% | +78.8% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 5y: compounded portfolio wealth divided by compounded ONON 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…
5y analysis · Full analysis span regression · 6 months rolling