-13.7%
HAL vs ONTO
+45.4%
-59.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +11.1% | -11.3% | -1.6% |
| 7D | -12.0% | -14.0% | +2.1% | -10.6% |
| 30D | +0.3% | -43.1% | +43.4% | +6.7% |
| 3M | -1.6% | -35.5% | +33.9% | +2.1% |
| 6M | -20.5% | -41.1% | +20.6% | -17.9% |
| YTD | +14.2% | +9.8% | +4.5% | +4.7% |
| 1Y | +18.9% | +31.5% | -12.7% | +5.2% |
| 3Y | -13.7% | +45.2% | -58.9% | -30.2% |
| All | -13.7% | +45.4% | -59.1% | -30.2% |
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 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