+84.2%
HAL vs ONTO
+493.5%
-409.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.2% |
| 7D | +2.6% | +34.4% | -31.8% | -5.9% |
| 30D | -0.1% | -20.4% | +20.4% | +4.9% |
| 3M | -1.1% | -37.8% | +36.7% | +9.9% |
| 6M | -20.7% | -24.6% | +3.8% | -20.8% |
| YTD | +17.5% | +32.8% | -15.3% | -5.7% |
| 1Y | +24.1% | +54.7% | -30.6% | -6.0% |
| 3Y | -8.4% | +54.7% | -63.1% | -42.4% |
| 5Y | +53.2% | +134.0% | -80.8% | -33.0% |
| All | +84.2% | +493.5% | -409.3% | -68.1% |
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