+911.7%
HL vs ONTO
+658.6%
+253.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.2% | -8.7% | -4.6% |
| 7D | +1.5% | -1.0% | +2.5% | +1.7% |
| 30D | +25.1% | -2.9% | +27.9% | +24.9% |
| 3M | +22.9% | -2.5% | +25.4% | +19.7% |
| 6M | -4.9% | +28.2% | -33.1% | -16.6% |
| YTD | +7.8% | +69.8% | -61.9% | -13.9% |
| 1Y | +133.9% | +162.9% | -29.0% | +59.6% |
| 3Y | +380.9% | +95.9% | +285.0% | +214.0% |
| 5Y | +230.2% | +244.5% | -14.3% | +46.7% |
| All | +911.7% | +658.6% | +253.1% | +125.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling