+365.5%
HPE vs ONTO
+696.1%
-330.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +4.6% | +7.9% | +10.9% |
| 7D | +19.4% | +4.9% | +14.5% | +17.8% |
| 30D | +5.6% | -16.6% | +22.2% | +11.8% |
| 3M | +33.1% | -7.3% | +40.4% | +33.3% |
| 6M | +192.5% | +45.9% | +146.5% | +151.7% |
| YTD | +160.9% | +78.2% | +82.8% | +108.5% |
| 1Y | +155.0% | +159.8% | -4.9% | +78.3% |
| 3Y | +289.4% | +123.4% | +166.0% | +160.6% |
| 5Y | +395.7% | +265.8% | +129.9% | +162.8% |
| All | +365.5% | +696.1% | -330.6% | +70.0% |
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