+54.7%
ONTO vs EQH
+27.3%
+27.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | +34.4% | +5.1% | +29.3% | +32.5% |
| 30D | -20.4% | +4.7% | -25.2% | -21.0% |
| 3M | -37.8% | +7.2% | -45.1% | -38.8% |
| 6M | -24.6% | +38.9% | -63.5% | -33.3% |
| YTD | +32.8% | +19.2% | +13.7% | +24.0% |
| 1Y | +54.7% | +25.5% | +29.2% | +42.4% |
| All | +54.7% | +27.3% | +27.4% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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