+130.7%
ONTO vs CHD
+33.2%
+97.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.4% | -4.3% | -2.4% |
| 7D | +17.5% | +3.6% | +13.9% | +18.8% |
| 30D | -15.7% | +10.4% | -26.1% | -12.8% |
| 3M | -39.7% | +12.2% | -51.9% | -37.2% |
| 6M | -26.5% | +19.9% | -46.4% | -21.8% |
| YTD | +29.0% | +36.4% | -7.4% | +39.8% |
| 1Y | +57.0% | +35.1% | +21.8% | +70.0% |
| 3Y | +50.0% | +29.2% | +20.8% | +56.6% |
| All | +130.7% | +33.2% | +97.5% | +132.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling