+139.3%
HOOD vs ONTO
+189.9%
-50.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +12.0% | -9.0% | -2.3% |
| 7D | -0.6% | +1.4% | -2.0% | -2.2% |
| 30D | -23.6% | -34.1% | +10.5% | -9.4% |
| 3M | -10.7% | -37.1% | +26.4% | +5.9% |
| 6M | +8.2% | -31.8% | +40.0% | +16.1% |
| YTD | -26.3% | +22.9% | -49.2% | -43.0% |
| 1Y | -36.1% | +39.5% | -75.6% | -53.5% |
| 3Y | +950.7% | +57.7% | +893.0% | +506.6% |
| 5Y | +127.0% | +115.8% | +11.2% | -3.1% |
| All | +139.3% | +189.9% | -50.6% | -18.4% |
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 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