+658.6%
ONTO vs EQH
+183.9%
+474.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.2% | +6.8% |
| 7D | -1.0% | +5.5% | -6.5% | -4.4% |
| 30D | -2.9% | +3.2% | -6.1% | -5.5% |
| 3M | -2.5% | +32.5% | -35.0% | -19.7% |
| 6M | +28.2% | +33.7% | -5.5% | +4.0% |
| YTD | +69.8% | +13.4% | +56.3% | +51.9% |
| 1Y | +162.9% | +0.6% | +162.3% | +152.0% |
| 3Y | +95.9% | +95.1% | +0.8% | +23.8% |
| 5Y | +244.5% | +92.7% | +151.8% | +118.0% |
| All | +658.6% | +183.9% | +474.7% | +279.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling