+101.8%
HST vs ONTO
+476.3%
-374.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.6% |
| 7D | +3.6% | +17.5% | -13.9% | -0.8% |
| 30D | +11.2% | -15.7% | +26.9% | +14.6% |
| 3M | +13.1% | -39.7% | +52.8% | +25.4% |
| 6M | +23.9% | -26.5% | +50.4% | +25.2% |
| YTD | +52.3% | +29.0% | +23.3% | +27.5% |
| 1Y | +56.7% | +57.0% | -0.3% | +22.9% |
| 3Y | +87.5% | +50.0% | +37.5% | +26.8% |
| 5Y | +82.8% | +127.3% | -44.5% | -5.3% |
| All | +101.8% | +476.3% | -374.5% | -42.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling