+73.6%
USAR vs ONTO
+118.2%
-44.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.9% | -4.6% | -1.2% |
| 7D | +2.3% | +9.7% | -7.3% | -0.6% |
| 30D | -8.6% | -8.8% | +0.2% | -6.8% |
| 3M | -20.5% | +4.5% | -25.0% | -21.9% |
| 6M | +1.2% | +56.4% | -55.2% | -7.0% |
| YTD | +48.4% | +78.1% | -29.7% | +34.2% |
| 1Y | +30.6% | +171.3% | -140.6% | +13.8% |
| 3Y | +73.6% | +118.7% | -45.0% | +52.8% |
| All | +73.6% | +118.2% | -44.6% | +52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling