+162.9%
ONTO vs HAS
+20.3%
+142.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.7% | +6.3% |
| 7D | -1.0% | -1.8% | +0.8% | -0.4% |
| 30D | -2.9% | +2.3% | -5.2% | -3.6% |
| 3M | -2.5% | +10.4% | -12.8% | -6.7% |
| 6M | +28.2% | -3.2% | +31.4% | +27.0% |
| YTD | +69.8% | +15.4% | +54.4% | +48.7% |
| 1Y | +162.9% | +18.8% | +144.1% | +110.3% |
| All | +162.9% | +20.3% | +142.5% | +110.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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