+54.1%
HST vs ONTO
+58.9%
-4.8%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.9% | -9.5% | -1.2% |
| 7D | -1.3% | +16.4% | -17.6% | -2.4% |
| 30D | +13.4% | -21.4% | +34.8% | +14.3% |
| 3M | +16.7% | -32.7% | +49.4% | +18.4% |
| 6M | +24.0% | -25.2% | +49.2% | +23.8% |
| YTD | +54.0% | +36.2% | +17.7% | +42.1% |
| All | +54.1% | +58.9% | -4.8% | +40.0% |
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