+32.4%
USB vs ONON
+6.0%
+26.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +2.1% | +2.4% |
| 7D | +0.8% | +5.7% | -4.9% | -0.2% |
| 30D | +6.8% | +7.0% | -0.2% | +5.5% |
| 3M | -3.8% | -0.1% | -3.7% | -4.5% |
| 6M | +11.7% | +6.5% | +5.2% | +9.4% |
| YTD | +17.5% | -19.3% | +36.7% | +20.0% |
| 1Y | +33.8% | +7.2% | +26.5% | +29.9% |
| 3Y | +104.2% | +39.1% | +65.1% | +84.9% |
| 5Y | +26.4% | -0.8% | +27.3% | +10.0% |
| All | +32.4% | +6.0% | +26.4% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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