+392.8%
HL vs ONON
-8.6%
+401.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.7% |
| 7D | -4.4% | -2.1% | -2.3% | -3.9% |
| 30D | +9.3% | -11.6% | +20.9% | +12.6% |
| 3M | +32.0% | -30.1% | +62.1% | +42.5% |
| 6M | -6.4% | -30.5% | +24.1% | +0.5% |
| YTD | +3.1% | -41.0% | +44.2% | +15.4% |
| 1Y | +77.6% | -36.7% | +114.3% | +94.5% |
| 3Y | +392.8% | -8.6% | +401.4% | +370.8% |
| All | +392.8% | -8.6% | +401.5% | +370.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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