+508.7%
ONTO vs CHD
+62.6%
+446.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.2% | +8.7% | +8.9% |
| 7D | +16.4% | 0.0% | +16.4% | +16.3% |
| 30D | -21.4% | +12.2% | -33.6% | -20.4% |
| 3M | -32.7% | +9.3% | -42.1% | -31.9% |
| 6M | -25.2% | +24.3% | -49.5% | -24.0% |
| YTD | +36.2% | +34.9% | +1.4% | +38.3% |
| 1Y | +61.2% | +32.7% | +28.5% | +63.7% |
| 3Y | +58.7% | +29.4% | +29.2% | +56.8% |
| 5Y | +143.6% | +31.7% | +111.9% | +133.8% |
| All | +508.7% | +62.6% | +446.2% | +412.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling