+423.1%
ONTO vs HAS
+64.2%
+358.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +3.1% | -11.7% | -10.1% |
| 7D | -17.4% | +2.4% | -19.8% | -18.4% |
| 30D | -43.2% | +31.6% | -74.8% | -50.9% |
| 3M | -35.7% | +33.9% | -69.6% | -45.0% |
| 6M | -38.3% | +31.4% | -69.7% | -47.5% |
| YTD | +17.1% | +51.6% | -34.6% | -8.3% |
| 1Y | +43.1% | +65.2% | -22.0% | +7.1% |
| 3Y | +55.4% | +188.7% | -133.3% | -15.9% |
| 5Y | +111.2% | +55.7% | +55.5% | +58.5% |
| All | +423.1% | +64.2% | +358.9% | +249.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling