+41.7%
HON vs ONTO
+658.6%
-616.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.2% | -5.2% | -0.1% |
| 7D | -3.6% | -1.0% | -2.6% | -3.5% |
| 30D | -15.3% | -2.9% | -12.4% | -15.4% |
| 3M | -7.9% | -2.5% | -5.4% | -9.8% |
| 6M | -18.1% | +28.2% | -46.3% | -24.5% |
| YTD | +3.8% | +69.8% | -65.9% | -9.7% |
| 1Y | +0.5% | +162.9% | -162.4% | -20.6% |
| 3Y | +19.8% | +95.9% | -76.2% | -9.6% |
| 5Y | +2.9% | +244.5% | -241.6% | -38.6% |
| All | +41.7% | +658.6% | -616.8% | -45.7% |
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 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