+75.6%
HST vs ONTO
+46.1%
+29.5%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -8.7% | +10.0% | +1.7% |
| 7D | +3.3% | -17.4% | +20.7% | +4.3% |
| 30D | +16.4% | -43.2% | +59.6% | +19.7% |
| 3M | +5.5% | -35.7% | +41.2% | +7.4% |
| 6M | +31.1% | -38.3% | +69.4% | +33.0% |
| YTD | +55.9% | +17.1% | +38.9% | +46.8% |
| 1Y | +75.6% | +43.1% | +32.5% | +61.6% |
| All | +75.6% | +46.1% | +29.5% | +61.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling