+143.6%
ONTO vs CHD
+31.9%
+111.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.2% | +8.7% | +9.0% |
| 7D | +16.4% | 0.0% | +16.4% | +16.3% |
| 30D | -21.4% | +12.2% | -33.6% | -18.4% |
| 3M | -32.7% | +9.3% | -42.1% | -30.4% |
| 6M | -25.2% | +24.3% | -49.5% | -20.3% |
| YTD | +36.2% | +34.9% | +1.4% | +47.2% |
| 1Y | +61.2% | +32.7% | +28.5% | +73.8% |
| 3Y | +58.7% | +29.4% | +29.2% | +64.9% |
| 5Y | +143.6% | +31.7% | +111.9% | +146.2% |
| All | +143.6% | +31.9% | +111.7% | +146.2% |
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