+49.2%
HUM vs ONTO
+162.0%
-112.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.6% | -2.3% | +2.0% |
| 7D | +2.1% | +4.9% | -2.9% | +1.8% |
| 30D | +5.4% | -16.6% | +22.0% | +6.5% |
| 3M | +11.4% | -7.3% | +18.7% | +11.3% |
| 6M | +141.5% | +45.9% | +95.6% | +132.1% |
| YTD | +61.2% | +78.2% | -17.0% | +51.2% |
| 1Y | +49.2% | +159.8% | -110.7% | +37.8% |
| All | +49.2% | +162.0% | -112.8% | +37.8% |
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