+133.9%
HL vs ONTO
+162.8%
-28.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.2% | -8.7% | -4.7% |
| 7D | +1.5% | -1.0% | +2.5% | +1.7% |
| 30D | +25.1% | -2.9% | +27.9% | +24.5% |
| 3M | +22.9% | -2.5% | +25.4% | +17.0% |
| 6M | -4.9% | +28.2% | -33.1% | -20.9% |
| YTD | +7.8% | +69.8% | -61.9% | -18.1% |
| 1Y | +133.9% | +162.9% | -29.0% | +71.0% |
| All | +133.9% | +162.8% | -28.9% | +71.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling