+39.8%
CNH vs ONTO
+493.5%
-453.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.5% | -1.7% | -3.5% |
| 7D | +6.4% | +34.4% | -28.0% | -1.2% |
| 30D | -1.6% | -20.4% | +18.8% | +2.8% |
| 3M | +11.6% | -37.8% | +49.4% | +22.7% |
| 6M | +12.5% | -24.6% | +37.1% | +14.1% |
| YTD | +31.1% | +32.8% | -1.7% | +11.8% |
| 1Y | +17.0% | +54.7% | -37.7% | -4.7% |
| 3Y | +28.7% | +54.7% | -25.9% | -9.4% |
| 5Y | -17.4% | +134.0% | -151.4% | -54.6% |
| All | +39.8% | +493.5% | -453.7% | -53.5% |
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