+228.1%
HL vs ONON
-22.6%
+250.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.6% |
| 7D | -4.4% | -2.1% | -2.3% | -3.9% |
| 30D | +9.3% | -11.6% | +20.9% | +12.1% |
| 3M | +32.0% | -30.1% | +62.1% | +41.1% |
| 6M | -6.4% | -30.5% | +24.1% | -0.3% |
| YTD | +3.1% | -41.0% | +44.2% | +13.7% |
| 1Y | +77.6% | -36.7% | +114.3% | +92.1% |
| 3Y | +392.8% | -8.6% | +401.4% | +377.0% |
| All | +228.1% | -22.6% | +250.7% | +199.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling