+171.3%
ONTO vs CHD
+2.5%
+168.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.0% | +6.9% | +3.4% |
| 7D | +9.7% | -2.9% | +12.6% | +7.3% |
| 30D | -8.8% | -6.2% | -2.6% | -12.5% |
| 3M | +4.5% | +1.6% | +2.9% | +6.7% |
| 6M | +56.4% | -3.5% | +59.9% | +56.7% |
| YTD | +78.1% | +16.2% | +61.9% | +96.2% |
| 1Y | +171.3% | +3.4% | +167.9% | +175.8% |
| All | +171.3% | +2.5% | +168.8% | +175.8% |
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