+19.2%
HPQ vs ONTO
+115.5%
-96.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.9% | -9.4% | -5.1% |
| 7D | -0.5% | +9.7% | -10.1% | -1.7% |
| 30D | +3.7% | -8.8% | +12.5% | +4.5% |
| 3M | +24.3% | +4.5% | +19.8% | +20.7% |
| 6M | +64.8% | +56.4% | +8.3% | +46.8% |
| YTD | +43.9% | +78.1% | -34.2% | +23.5% |
| 1Y | +11.7% | +171.3% | -159.6% | -13.0% |
| All | +19.2% | +115.5% | -96.3% | -8.6% |
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