+21.0%
USAR vs ONTO
+168.3%
-147.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -2.8% |
| 7D | -4.4% | +9.4% | -13.8% | -9.9% |
| 30D | -10.4% | -4.4% | -6.0% | -9.8% |
| 3M | -18.4% | +1.6% | -20.0% | -24.1% |
| 6M | -8.8% | +45.3% | -54.1% | -32.3% |
| YTD | +43.4% | +76.4% | -33.0% | -7.8% |
| 1Y | +21.0% | +167.2% | -146.2% | -35.3% |
| All | +21.0% | +168.3% | -147.3% | -35.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling