+108.4%
HAL vs ONTO
+658.6%
-550.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.7% | -2.4% |
| 7D | +2.9% | -1.0% | +4.0% | +3.1% |
| 30D | +17.0% | -2.9% | +19.9% | +16.1% |
| 3M | -9.7% | -2.5% | -7.2% | -13.7% |
| 6M | +8.6% | +28.2% | -19.6% | -7.4% |
| YTD | +33.0% | +69.8% | -36.8% | +2.0% |
| 1Y | +68.3% | +162.9% | -94.6% | +8.7% |
| 3Y | +0.1% | +95.9% | -95.8% | -40.3% |
| 5Y | +102.6% | +244.5% | -141.9% | -24.3% |
| All | +108.4% | +658.6% | -550.2% | -65.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling