+237.0%
HOOD vs ONTO
+319.9%
-83.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.9% | -8.8% | -6.1% |
| 7D | +13.4% | +9.7% | +3.7% | +8.3% |
| 30D | +25.8% | -8.8% | +34.6% | +29.4% |
| 3M | +38.0% | +4.5% | +33.5% | +25.9% |
| 6M | +52.2% | +56.4% | -4.2% | +10.2% |
| YTD | +3.7% | +78.1% | -74.3% | -30.4% |
| 1Y | +0.1% | +171.3% | -171.2% | -46.2% |
| 3Y | +992.6% | +118.7% | +873.9% | +454.4% |
| 5Y | +193.0% | +269.4% | -76.4% | -4.4% |
| All | +237.0% | +319.9% | -83.0% | -0.3% |
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