+77.6%
HL vs ONTO
+162.0%
-84.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.6% | -5.8% | -2.8% |
| 7D | -4.4% | +4.9% | -9.3% | -6.1% |
| 30D | +9.3% | -16.6% | +25.9% | +16.0% |
| 3M | +32.0% | -7.3% | +39.3% | +29.0% |
| 6M | -6.4% | +45.9% | -52.4% | -26.3% |
| YTD | +3.1% | +78.2% | -75.0% | -23.4% |
| 1Y | +77.6% | +159.8% | -82.3% | +14.1% |
| All | +77.6% | +162.0% | -84.4% | +14.1% |
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