+658.6%
ONTO vs HAS
+25.0%
+633.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.7% | +6.4% |
| 7D | -1.0% | -1.8% | +0.8% | -0.1% |
| 30D | -2.9% | +2.3% | -5.2% | -4.0% |
| 3M | -2.5% | +10.4% | -12.8% | -7.8% |
| 6M | +28.2% | -3.2% | +31.4% | +28.3% |
| YTD | +69.8% | +15.4% | +54.4% | +54.1% |
| 1Y | +162.9% | +18.8% | +144.1% | +134.8% |
| 3Y | +95.9% | +43.9% | +52.0% | +53.6% |
| 5Y | +244.5% | +13.9% | +230.6% | +205.6% |
| All | +658.6% | +25.0% | +633.6% | +486.7% |
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