+24.8%
HAL vs ONTO
+58.9%
-34.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +8.9% | -5.5% | +3.0% |
| 7D | -0.2% | +16.4% | -16.6% | -0.9% |
| 30D | +1.0% | -21.4% | +22.4% | +1.4% |
| 3M | -2.1% | -32.7% | +30.6% | -1.3% |
| 6M | -17.5% | -25.2% | +7.7% | -18.1% |
| YTD | +18.1% | +36.2% | -18.1% | +4.9% |
| All | +24.8% | +58.9% | -34.2% | +9.3% |
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