+100.3%
HIMS vs ONTO
+476.3%
-376.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +1.0% |
| 7D | -24.1% | +17.5% | -41.6% | -29.0% |
| 30D | -28.8% | -15.7% | -13.2% | -25.6% |
| 3M | -31.4% | -39.7% | +8.3% | -20.0% |
| 6M | -18.3% | -26.5% | +8.2% | -14.3% |
| YTD | -39.2% | +29.0% | -68.2% | -48.4% |
| 1Y | -45.3% | +57.0% | -102.2% | -56.8% |
| 3Y | +181.9% | +50.0% | +131.9% | +108.1% |
| 5Y | +166.6% | +127.3% | +39.4% | +64.9% |
| All | +100.3% | +476.3% | -376.0% | +13.4% |
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 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