+43.1%
ONTO vs CHD
+30.9%
+12.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +2.6% | -11.3% | -6.1% |
| 7D | -17.4% | +6.9% | -24.3% | -11.4% |
| 30D | -43.2% | +17.1% | -60.3% | -33.8% |
| 3M | -35.7% | +9.1% | -44.8% | -28.7% |
| 6M | -38.3% | +21.4% | -59.7% | -26.7% |
| YTD | +17.1% | +34.9% | -17.8% | +45.8% |
| 1Y | +43.1% | +31.0% | +12.1% | +76.6% |
| All | +43.1% | +30.9% | +12.2% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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