+32.6%
USB vs ONON
-3.1%
+35.7%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.5% | +7.2% | +0.5% |
| 7D | +1.4% | -4.9% | +6.4% | +2.0% |
| 30D | +6.4% | -1.1% | +7.5% | +6.5% |
| 3M | -4.5% | -10.5% | +6.0% | -3.4% |
| 6M | +11.4% | -1.5% | +12.9% | +10.5% |
| YTD | +17.1% | -25.3% | +42.4% | +22.0% |
| 1Y | +32.6% | -0.7% | +33.3% | +35.2% |
| All | +32.6% | -3.1% | +35.7% | +35.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling