-17.9%
USAR vs ONTO
+90.1%
-108.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +8.9% | -4.5% | +1.6% |
| 7D | +0.8% | +16.4% | -15.6% | -4.1% |
| 30D | -30.1% | -21.4% | -8.6% | -25.3% |
| 3M | -56.3% | -32.7% | -23.5% | -51.6% |
| 6M | -68.6% | -25.2% | -43.4% | -66.3% |
| YTD | -30.5% | +36.2% | -66.8% | -32.3% |
| 1Y | -53.5% | +61.2% | -114.7% | -55.4% |
| 3Y | -19.3% | +58.7% | -77.9% | -23.4% |
| All | -17.9% | +90.1% | -108.0% | -22.1% |
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