+30.7%
ONTO vs ALHC
+25.6%
+5.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -7.1% | -8.5% | -15.2% |
| 7D | -29.7% | -6.2% | -23.5% | -29.4% |
| 30D | -50.3% | -9.7% | -40.6% | -50.0% |
| 3M | -43.5% | -44.7% | +1.3% | -42.0% |
| 6M | -48.9% | -58.7% | +9.8% | -47.1% |
| YTD | -1.2% | -61.7% | +60.5% | +2.3% |
| 1Y | +14.9% | -55.7% | +70.6% | +18.4% |
| All | +30.7% | +25.6% | +5.1% | +30.3% |
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