-3.4%
HAL vs ONTO
+104.0%
-107.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.7% | -1.4% |
| 7D | +2.9% | -1.0% | +4.0% | +3.0% |
| 30D | +17.0% | -2.9% | +19.9% | +16.6% |
| 3M | -9.7% | -2.5% | -7.2% | -11.4% |
| 6M | +8.6% | +28.2% | -19.6% | +0.8% |
| YTD | +33.0% | +69.8% | -36.8% | +17.0% |
| 1Y | +68.3% | +162.9% | -94.6% | +36.2% |
| All | -3.4% | +104.0% | -107.4% | -22.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling