+37.4%
HST vs ONTO
+167.3%
-129.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.9% | -4.8% | -0.2% |
| 7D | +2.0% | +9.7% | -7.7% | +1.4% |
| 30D | -5.2% | -8.8% | +3.6% | -4.9% |
| 3M | -6.2% | +4.5% | -10.7% | -7.6% |
| 6M | +20.4% | +56.4% | -36.0% | +12.6% |
| YTD | +30.6% | +78.1% | -47.4% | +20.8% |
| 1Y | +37.4% | +171.3% | -133.9% | +22.2% |
| All | +37.4% | +167.3% | -129.9% | +22.2% |
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