-45.1%
USAR vs ONTO
+52.3%
-97.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.9% | +4.0% | +2.9% |
| 7D | -0.8% | +17.5% | -18.3% | -10.8% |
| 30D | -20.9% | -15.7% | -5.3% | -13.5% |
| 3M | -56.2% | -39.7% | -16.4% | -42.0% |
| 6M | -67.9% | -26.5% | -41.4% | -64.7% |
| YTD | -31.4% | +29.0% | -60.4% | -53.4% |
| 1Y | -45.1% | +57.0% | -102.0% | -63.8% |
| All | -45.1% | +52.3% | -97.3% | -63.8% |
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