+87.5%
HST vs ONTO
+51.5%
+36.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.3% |
| 7D | +3.6% | +17.5% | -13.9% | +1.5% |
| 30D | +11.2% | -15.7% | +26.9% | +12.8% |
| 3M | +13.1% | -39.7% | +52.8% | +18.8% |
| 6M | +23.9% | -26.5% | +50.4% | +24.7% |
| YTD | +52.3% | +29.0% | +23.3% | +39.0% |
| 1Y | +56.7% | +57.0% | -0.3% | +38.4% |
| 3Y | +87.5% | +50.0% | +37.5% | +51.0% |
| All | +87.5% | +51.5% | +36.0% | +51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling