+45.2%
ONTO vs ALHC
+21.9%
+23.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.9% | +14.0% | +11.2% |
| 7D | -14.0% | +1.0% | -15.0% | -14.0% |
| 30D | -43.1% | -14.2% | -28.9% | -42.7% |
| 3M | -35.5% | -45.1% | +9.6% | -33.8% |
| 6M | -41.1% | -59.5% | +18.5% | -39.0% |
| YTD | +9.8% | -62.8% | +72.6% | +13.8% |
| 1Y | +31.5% | -55.5% | +87.0% | +35.6% |
| 3Y | +45.2% | +25.7% | +19.5% | +44.9% |
| All | +45.2% | +21.9% | +23.2% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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