+17.4%
HAL vs ONTO
+33.8%
-16.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +12.0% | -11.9% | -0.3% |
| 7D | -7.9% | +1.4% | -9.3% | -8.0% |
| 30D | -2.1% | -34.1% | +32.1% | -1.2% |
| 3M | +0.4% | -37.1% | +37.5% | +1.4% |
| 6M | -19.2% | -31.8% | +12.6% | -19.6% |
| YTD | +14.4% | +22.9% | -8.6% | +3.8% |
| All | +17.4% | +33.8% | -16.4% | +6.4% |
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