+250.7%
HOOD vs ONTO
+300.4%
-49.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.2% | -8.3% | -4.9% |
| 7D | +17.1% | -1.0% | +18.1% | +17.3% |
| 30D | +31.6% | -2.9% | +34.5% | +31.0% |
| 3M | +38.2% | -2.5% | +40.7% | +30.5% |
| 6M | +48.5% | +28.2% | +20.3% | +18.8% |
| YTD | +8.0% | +69.8% | -61.8% | -25.8% |
| 1Y | +18.7% | +162.9% | -144.2% | -35.3% |
| 3Y | +999.1% | +95.9% | +903.2% | +492.4% |
| 5Y | +181.7% | +244.5% | -62.8% | -4.1% |
| All | +250.7% | +300.4% | -49.7% | +6.1% |
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