+72.9%
HST vs ONTO
+658.6%
-585.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.2% | -5.9% | -1.3% |
| 7D | -1.0% | -1.0% | 0.0% | -0.8% |
| 30D | -12.3% | -2.9% | -9.4% | -12.6% |
| 3M | -6.4% | -2.5% | -3.9% | -9.8% |
| 6M | +15.0% | +28.2% | -13.2% | +0.7% |
| YTD | +30.5% | +69.8% | -39.3% | +4.1% |
| 1Y | +35.7% | +162.9% | -127.2% | -7.1% |
| 3Y | +68.4% | +95.9% | -27.6% | +7.9% |
| 5Y | +73.1% | +244.5% | -171.4% | -20.5% |
| All | +72.9% | +658.6% | -585.6% | -53.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling