+132.4%
HOOD vs ONTO
+158.9%
-26.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +11.1% | -7.9% | -1.7% |
| 7D | -4.8% | -14.0% | +9.2% | +1.1% |
| 30D | -26.1% | -43.1% | +17.0% | -6.3% |
| 3M | -10.8% | -35.5% | +24.7% | +4.2% |
| 6M | +2.4% | -41.1% | +43.4% | +17.6% |
| YTD | -28.5% | +9.8% | -38.2% | -41.6% |
| 1Y | -36.3% | +31.5% | -67.9% | -52.4% |
| 3Y | +743.7% | +45.2% | +698.5% | +403.2% |
| 5Y | +118.6% | +86.7% | +31.9% | +0.3% |
| All | +132.4% | +158.9% | -26.5% | -16.5% |
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