+18.5%
HON vs ONTO
+113.5%
-95.0%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.5% |
| 7D | -0.6% | +9.4% | -9.9% | -1.3% |
| 30D | -15.4% | -4.4% | -10.9% | -15.2% |
| 3M | -9.1% | +1.6% | -10.7% | -10.4% |
| 6M | -17.1% | +45.3% | -62.3% | -21.3% |
| YTD | +1.5% | +76.4% | -74.8% | -5.6% |
| 1Y | -1.3% | +167.2% | -168.5% | -12.0% |
| All | +18.5% | +113.5% | -95.0% | -1.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling