+90.0%
HAL vs ONON
-22.6%
+112.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.9% |
| 7D | -3.3% | -2.1% | -1.2% | -3.1% |
| 30D | +8.2% | -11.6% | +19.8% | +9.6% |
| 3M | -9.4% | -30.1% | +20.7% | -6.3% |
| 6M | +0.6% | -30.5% | +31.1% | +3.8% |
| YTD | +28.6% | -41.0% | +69.6% | +35.3% |
| 1Y | +63.9% | -36.7% | +100.6% | +70.5% |
| 3Y | -7.1% | -8.6% | +1.5% | -9.4% |
| All | +90.0% | -22.6% | +112.5% | +79.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling