+390.5%
ONTO vs HALO
+581.3%
-190.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -15.7% | +26.8% | +16.5% |
| 7D | -14.0% | -20.8% | +6.8% | -7.6% |
| 30D | -43.1% | -6.5% | -36.6% | -42.6% |
| 3M | -35.5% | +20.8% | -56.3% | -41.0% |
| 6M | -41.1% | +56.2% | -97.3% | -51.4% |
| YTD | +9.8% | +54.0% | -44.2% | -9.1% |
| 1Y | +31.5% | +51.5% | -20.0% | +9.1% |
| 3Y | +45.2% | +193.9% | -148.7% | -16.7% |
| 5Y | +86.7% | +154.6% | -67.9% | +8.8% |
| All | +390.5% | +581.3% | -190.9% | +56.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling