+111.3%
HIMS vs ONTO
+508.7%
-397.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +8.9% | -0.1% | +5.6% |
| 7D | -21.9% | +16.4% | -38.3% | -26.8% |
| 30D | -32.1% | -21.4% | -10.6% | -27.1% |
| 3M | -31.8% | -32.7% | +1.0% | -23.6% |
| 6M | -28.6% | -25.2% | -3.4% | -25.4% |
| YTD | -35.9% | +36.2% | -72.1% | -46.6% |
| 1Y | -47.6% | +61.2% | -108.8% | -59.0% |
| 3Y | +205.6% | +58.7% | +146.9% | +121.2% |
| 5Y | +170.3% | +143.6% | +26.6% | +63.4% |
| All | +111.3% | +508.7% | -397.4% | +17.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling