+45.2%
ONTO vs CHD
+30.6%
+14.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.8% | +12.9% | +9.9% |
| 7D | -14.0% | +2.0% | -16.0% | -12.6% |
| 30D | -43.1% | +13.0% | -56.1% | -38.0% |
| 3M | -35.5% | +6.1% | -41.6% | -31.9% |
| 6M | -41.1% | +15.9% | -56.9% | -34.0% |
| YTD | +9.8% | +31.6% | -21.8% | +30.5% |
| 1Y | +31.5% | +28.5% | +3.1% | +55.0% |
| 3Y | +45.2% | +30.5% | +14.7% | +64.8% |
| All | +45.2% | +30.6% | +14.6% | +64.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling