+59.2%
HAL vs ONON
-10.9%
+70.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +2.9% |
| 7D | +6.1% | -10.0% | +16.1% | +7.3% |
| 30D | +2.9% | -5.3% | +8.2% | +3.3% |
| 3M | +3.3% | +6.5% | -3.1% | +2.3% |
| 6M | -16.9% | -5.0% | -11.9% | -17.3% |
| YTD | +21.2% | -27.6% | +48.8% | +24.5% |
| 1Y | +27.5% | -20.7% | +48.2% | +29.4% |
| 3Y | -6.4% | +26.6% | -33.1% | -12.7% |
| All | +59.2% | -10.9% | +70.1% | +43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling