+38.6%
HPQ vs ONTO
+268.0%
-229.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.0% | +5.9% | +5.1% |
| 7D | +2.2% | +9.4% | -7.1% | +0.3% |
| 30D | +9.7% | -4.4% | +14.2% | +9.9% |
| 3M | +32.7% | +1.6% | +31.1% | +27.6% |
| 6M | +77.7% | +45.3% | +32.5% | +53.2% |
| YTD | +51.0% | +76.4% | -25.4% | +21.7% |
| 1Y | +18.4% | +167.2% | -148.8% | -16.1% |
| 3Y | +25.6% | +116.6% | -91.0% | -18.2% |
| 5Y | +38.6% | +263.7% | -225.1% | -36.3% |
| All | +38.6% | +268.0% | -229.3% | -36.3% |
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