+79.2%
HAL vs ONTO
+449.2%
-370.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +12.0% | -11.9% | -3.2% |
| 7D | -7.9% | +1.4% | -9.3% | -9.0% |
| 30D | -2.1% | -34.1% | +32.1% | +8.4% |
| 3M | +0.4% | -37.1% | +37.5% | +10.7% |
| 6M | -19.2% | -31.8% | +12.6% | -16.9% |
| YTD | +14.4% | +22.9% | -8.6% | -6.2% |
| 1Y | +18.0% | +39.5% | -21.5% | -7.9% |
| 3Y | -9.7% | +57.7% | -67.4% | -44.7% |
| 5Y | +40.1% | +115.8% | -75.7% | -37.2% |
| All | +79.2% | +449.2% | -370.0% | -68.2% |
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