+43.4%
USB vs ONTO
+449.2%
-405.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +12.0% | -9.5% | +0.3% |
| 7D | +0.8% | +1.4% | -0.6% | -0.1% |
| 30D | +6.8% | -34.1% | +40.9% | +14.4% |
| 3M | -3.8% | -37.1% | +33.3% | +3.0% |
| 6M | +11.7% | -31.8% | +43.6% | +14.4% |
| YTD | +17.5% | +22.9% | -5.4% | +3.4% |
| 1Y | +33.8% | +39.5% | -5.7% | +14.1% |
| 3Y | +104.2% | +57.7% | +46.6% | +49.9% |
| 5Y | +26.4% | +115.8% | -89.4% | -21.4% |
| All | +43.4% | +449.2% | -405.8% | -46.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling