+36.7%
HON vs ONTO
+661.2%
-624.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -0.8% |
| 7D | -2.6% | +6.5% | -9.1% | -3.7% |
| 30D | -11.9% | -15.9% | +4.0% | -9.5% |
| 3M | -6.1% | -0.2% | -5.9% | -8.3% |
| 6M | -19.2% | +38.7% | -57.9% | -26.6% |
| YTD | +0.2% | +70.4% | -70.2% | -13.0% |
| 1Y | -1.5% | +153.6% | -155.1% | -21.6% |
| 3Y | +17.9% | +109.2% | -91.2% | -12.5% |
| 5Y | +1.9% | +249.7% | -247.8% | -39.4% |
| All | +36.7% | +661.2% | -624.4% | -47.7% |
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