+540.9%
HL vs ONTO
+476.3%
+64.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.9% | +1.0% | -0.9% |
| 7D | -11.1% | +17.5% | -28.6% | -16.1% |
| 30D | -12.1% | -15.7% | +3.6% | -8.5% |
| 3M | -26.1% | -39.7% | +13.6% | -14.7% |
| 6M | -37.7% | -26.5% | -11.3% | -34.8% |
| YTD | -31.7% | +29.0% | -60.7% | -41.4% |
| 1Y | -11.6% | +57.0% | -68.6% | -29.3% |
| 3Y | +249.6% | +50.0% | +199.6% | +147.1% |
| 5Y | +108.5% | +127.3% | -18.7% | +8.6% |
| All | +540.9% | +476.3% | +64.5% | +53.3% |
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