+25.6%
HAL vs ONTO
+46.1%
-20.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -8.7% | +5.5% | -2.9% |
| 7D | -7.7% | -17.4% | +9.7% | -7.2% |
| 30D | +0.7% | -43.2% | +43.9% | +2.1% |
| 3M | +2.5% | -35.7% | +38.2% | +3.4% |
| 6M | -20.7% | -38.3% | +17.6% | -20.5% |
| YTD | +18.4% | +17.1% | +1.3% | +8.4% |
| 1Y | +25.6% | +43.1% | -17.6% | +13.5% |
| All | +25.6% | +46.1% | -20.5% | +13.5% |
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 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