+341.5%
ONTO vs CHD
+61.6%
+280.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.6% | -15.0% | -15.7% |
| 7D | -29.7% | +5.0% | -34.7% | -29.3% |
| 30D | -50.3% | +15.3% | -65.6% | -49.5% |
| 3M | -43.5% | +7.7% | -51.2% | -42.8% |
| 6M | -48.9% | +19.8% | -68.6% | -48.0% |
| YTD | -1.2% | +34.0% | -35.2% | +0.3% |
| 1Y | +14.9% | +30.1% | -15.2% | +16.6% |
| 3Y | +31.2% | +33.0% | -1.8% | +28.9% |
| 5Y | +68.1% | +33.1% | +35.0% | +60.6% |
| All | +341.5% | +61.6% | +280.0% | +271.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling