+56.8%
HBAN vs ONTO
+695.7%
-638.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.9% | -6.5% | -2.8% |
| 7D | +2.1% | +9.7% | -7.6% | -0.3% |
| 30D | -4.5% | -8.8% | +4.3% | -2.9% |
| 3M | +2.6% | +4.5% | -2.0% | -2.3% |
| 6M | +4.7% | +56.4% | -51.7% | -12.0% |
| YTD | -1.5% | +78.1% | -79.6% | -21.0% |
| 1Y | -1.9% | +171.3% | -173.2% | -31.4% |
| 3Y | +75.2% | +118.7% | -43.5% | +13.3% |
| 5Y | +37.2% | +269.4% | -232.2% | -33.8% |
| All | +56.8% | +695.7% | -638.8% | -53.9% |
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