+123.6%
HOOD vs ONTO
+204.2%
-80.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.9% | -1.4% | -3.0% |
| 7D | -3.8% | +17.5% | -21.3% | -10.7% |
| 30D | -23.0% | -15.7% | -7.3% | -18.1% |
| 3M | -21.6% | -39.7% | +18.1% | -4.7% |
| 6M | +1.4% | -26.5% | +27.9% | +5.0% |
| YTD | -31.2% | +29.0% | -60.1% | -47.9% |
| 1Y | -35.9% | +57.0% | -92.9% | -56.0% |
| 3Y | +836.9% | +50.0% | +786.9% | +461.5% |
| 5Y | +121.1% | +127.3% | -6.1% | -8.0% |
| All | +123.6% | +204.2% | -80.6% | -25.4% |
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