+30.6%
HUM vs ONTO
+162.8%
-132.3%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.2% | -7.4% | -1.6% |
| 7D | +4.2% | -1.0% | +5.2% | +4.2% |
| 30D | +10.4% | -2.9% | +13.3% | +10.3% |
| 3M | +15.1% | -2.5% | +17.5% | +14.9% |
| 6M | +120.9% | +28.2% | +92.7% | +113.8% |
| YTD | +57.9% | +69.8% | -11.8% | +48.4% |
| 1Y | +30.6% | +162.9% | -132.3% | +21.8% |
| All | +30.6% | +162.8% | -132.3% | +21.8% |
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