+269.4%
HPE vs ONTO
+113.5%
+155.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +5.4% |
| 7D | +13.6% | +9.4% | +4.3% | +10.3% |
| 30D | +7.7% | -4.4% | +12.2% | +8.8% |
| 3M | +22.4% | +1.6% | +20.8% | +18.7% |
| 6M | +172.6% | +45.3% | +127.3% | +136.2% |
| YTD | +147.5% | +76.4% | +71.2% | +100.2% |
| 1Y | +151.8% | +167.2% | -15.4% | +77.2% |
| All | +269.4% | +113.5% | +155.9% | +159.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling