+276.2%
HPE vs ONTO
+124.4%
+151.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.9% | -0.8% | -2.7% |
| 7D | +7.9% | +17.5% | -9.6% | +1.9% |
| 30D | -23.5% | -15.7% | -7.8% | -19.2% |
| 3M | -19.1% | -39.7% | +20.7% | -4.9% |
| 6M | +51.4% | -26.5% | +77.9% | +63.3% |
| YTD | +103.4% | +29.0% | +74.5% | +81.3% |
| 1Y | +114.4% | +57.0% | +57.4% | +79.3% |
| 3Y | +224.7% | +50.0% | +174.7% | +149.9% |
| All | +276.2% | +124.4% | +151.8% | +126.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling