+68.1%
ONTO vs ALHC
-62.4%
+130.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -7.1% | -8.5% | -14.9% |
| 7D | -29.7% | -6.2% | -23.5% | -29.2% |
| 30D | -50.3% | -9.7% | -40.6% | -49.8% |
| 3M | -43.5% | -44.7% | +1.3% | -40.3% |
| 6M | -48.9% | -58.7% | +9.8% | -45.0% |
| YTD | -1.2% | -61.7% | +60.5% | +6.7% |
| 1Y | +14.9% | -55.7% | +70.6% | +21.9% |
| 3Y | +31.2% | +25.6% | +5.6% | +14.5% |
| 5Y | +68.1% | -65.8% | +133.9% | +51.1% |
| All | +68.1% | -62.4% | +130.5% | +51.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling