+31.8%
USB vs ONTO
+27.4%
+4.4%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +11.1% | -11.6% | -1.0% |
| 7D | 0.0% | -14.0% | +14.0% | +0.5% |
| 30D | +5.8% | -43.1% | +48.9% | +8.6% |
| 3M | -6.0% | -35.5% | +29.6% | -4.5% |
| 6M | +7.8% | -41.1% | +48.8% | +8.3% |
| YTD | +14.6% | +9.8% | +4.8% | +2.3% |
| 1Y | +31.8% | +31.5% | +0.3% | +13.1% |
| All | +31.8% | +27.4% | +4.4% | +13.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling