+58.4%
ONTO vs EQH
+128.3%
-69.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.6% | +8.3% | +8.5% |
| 7D | +16.4% | -0.5% | +16.8% | +17.3% |
| 30D | -21.4% | +4.4% | -25.8% | -22.9% |
| 3M | -32.7% | +8.8% | -41.5% | -36.1% |
| 6M | -25.2% | +38.1% | -63.3% | -40.1% |
| YTD | +36.2% | +19.7% | +16.6% | +18.9% |
| 1Y | +61.2% | +27.8% | +33.4% | +33.6% |
| All | +58.4% | +128.3% | -69.9% | +4.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling