+106.9%
HAL vs ONTO
+695.7%
-588.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.9% | -5.6% | -2.1% |
| 7D | +0.5% | +9.7% | -9.2% | -2.3% |
| 30D | +15.9% | -8.8% | +24.8% | +17.8% |
| 3M | -8.7% | +4.5% | -13.2% | -14.6% |
| 6M | +9.0% | +56.4% | -47.4% | -12.7% |
| YTD | +32.0% | +78.1% | -46.1% | -0.2% |
| 1Y | +72.5% | +171.3% | -98.8% | +10.5% |
| 3Y | -4.5% | +118.7% | -123.2% | -45.5% |
| 5Y | +109.7% | +269.4% | -159.7% | -23.9% |
| All | +106.9% | +695.7% | -588.8% | -66.2% |
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