+116.4%
HPE vs ONTO
+46.1%
+70.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -8.7% | +3.0% | -2.1% |
| 7D | -17.0% | -17.4% | +0.4% | -10.3% |
| 30D | -26.7% | -43.2% | +16.5% | -8.9% |
| 3M | -4.1% | -35.7% | +31.6% | +12.7% |
| 6M | +75.4% | -38.3% | +113.7% | +103.2% |
| YTD | +111.0% | +17.1% | +93.9% | +96.3% |
| 1Y | +116.4% | +43.1% | +73.3% | +85.1% |
| All | +116.4% | +46.1% | +70.3% | +85.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling