+162.9%
ONTO vs CHD
+7.1%
+155.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.1% |
| 7D | -1.0% | -2.7% | +1.6% | -3.0% |
| 30D | -2.9% | -4.6% | +1.7% | -5.7% |
| 3M | -2.5% | +5.0% | -7.5% | +1.5% |
| 6M | +28.2% | -3.2% | +31.4% | +29.4% |
| YTD | +69.8% | +18.6% | +51.1% | +89.3% |
| 1Y | +162.9% | +4.8% | +158.1% | +172.3% |
| All | +162.9% | +7.1% | +155.8% | +172.3% |
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