+32.8%
USB vs ONTO
+21.0%
+11.7%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -15.6% | +13.5% | -1.4% |
| 7D | -1.5% | -29.7% | +28.2% | 0.0% |
| 30D | +4.3% | -50.3% | +54.6% | +7.7% |
| 3M | -6.1% | -43.5% | +37.4% | -4.0% |
| 6M | +9.4% | -48.9% | +58.3% | +10.9% |
| YTD | +15.2% | -1.2% | +16.4% | +3.5% |
| 1Y | +32.8% | +14.9% | +17.9% | +15.7% |
| All | +32.8% | +21.0% | +11.7% | +15.7% |
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 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