-19.9%
USAR vs ONTO
+85.3%
-105.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -1.6% |
| 7D | +8.8% | +34.4% | -25.7% | -0.9% |
| 30D | -28.5% | -20.4% | -8.0% | -23.8% |
| 3M | -56.2% | -37.8% | -18.3% | -50.3% |
| 6M | -68.4% | -24.6% | -43.9% | -66.1% |
| YTD | -32.2% | +32.8% | -65.0% | -33.3% |
| 1Y | -52.3% | +54.7% | -107.0% | -53.9% |
| 3Y | -21.2% | +54.7% | -75.9% | -24.6% |
| All | -19.9% | +85.3% | -105.2% | -23.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling