+96.8%
HAL vs ONON
-24.2%
+121.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.1% |
| 7D | -1.3% | -3.5% | +2.1% | -1.0% |
| 30D | +10.9% | -30.8% | +41.7% | +15.1% |
| 3M | -5.8% | -29.8% | +24.0% | -2.6% |
| 6M | +8.1% | -34.8% | +42.9% | +12.4% |
| YTD | +33.2% | -42.3% | +75.5% | +40.5% |
| 1Y | +74.2% | -39.5% | +113.7% | +82.1% |
| 3Y | -3.7% | -9.3% | +5.6% | -6.0% |
| All | +96.8% | -24.2% | +121.0% | +86.2% |
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