+98.3%
USB vs ONON
-5.4%
+103.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.1% | 0.0% |
| 7D | +1.4% | -3.0% | +4.4% | +2.0% |
| 30D | -1.3% | -26.7% | +25.4% | +3.9% |
| 3M | +15.2% | -25.3% | +40.5% | +20.5% |
| 6M | +18.8% | -35.3% | +54.1% | +27.2% |
| YTD | +21.0% | -39.8% | +60.8% | +31.4% |
| 1Y | +34.0% | -39.2% | +73.2% | +44.7% |
| All | +98.3% | -5.4% | +103.7% | +84.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling