+695.7%
ONTO vs HALO
+612.1%
+83.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.7% | +6.6% | +5.5% |
| 7D | +9.7% | +0.5% | +9.1% | +9.4% |
| 30D | -8.8% | +5.0% | -13.9% | -10.6% |
| 3M | +4.5% | +53.1% | -48.6% | -11.2% |
| 6M | +56.4% | +60.8% | -4.4% | +30.0% |
| YTD | +78.1% | +60.9% | +17.1% | +47.6% |
| 1Y | +171.3% | +42.8% | +128.5% | +133.8% |
| 3Y | +118.7% | +181.3% | -62.6% | +30.6% |
| 5Y | +269.4% | +157.6% | +111.8% | +118.9% |
| All | +695.7% | +612.1% | +83.6% | +154.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 10y: compounded portfolio wealth divided by compounded HALO 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…
10y analysis · Full analysis span regression · 6 months rolling