+325.1%
ONTO vs ALHC
-28.9%
+354.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | -1.0% | -0.6% | -0.4% | -1.0% |
| 30D | -2.9% | -1.0% | -1.9% | -2.8% |
| 3M | -2.5% | -10.2% | +7.7% | -2.5% |
| 6M | +28.2% | -28.3% | +56.5% | +30.6% |
| YTD | +69.8% | -31.4% | +101.2% | +73.8% |
| 1Y | +162.9% | -16.9% | +179.8% | +162.7% |
| 3Y | +95.9% | +135.5% | -39.5% | +58.0% |
| 5Y | +244.5% | -33.6% | +278.1% | +214.5% |
| All | +325.1% | -28.9% | +354.1% | +261.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling