+50.6%
HUM vs ONTO
+696.1%
-645.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.6% | -2.3% | +1.8% |
| 7D | +2.1% | +4.9% | -2.9% | +1.6% |
| 30D | +5.4% | -16.6% | +22.0% | +7.1% |
| 3M | +11.4% | -7.3% | +18.7% | +11.1% |
| 6M | +141.5% | +45.9% | +95.6% | +128.5% |
| YTD | +61.2% | +78.2% | -17.0% | +48.8% |
| 1Y | +49.2% | +159.8% | -110.7% | +31.7% |
| 3Y | -9.0% | +123.4% | -132.5% | -24.2% |
| 5Y | +7.2% | +265.8% | -258.6% | -23.8% |
| All | +50.6% | +696.1% | -645.5% | -25.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling