+449.2%
ONTO vs HBM
+516.3%
-67.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +9.0% | +3.0% | +8.3% |
| 7D | +1.4% | +5.0% | -3.6% | -0.2% |
| 30D | -34.1% | -12.7% | -21.4% | -29.8% |
| 3M | -37.1% | -17.4% | -19.6% | -31.6% |
| 6M | -31.8% | -8.9% | -23.0% | -28.9% |
| YTD | +22.9% | +14.9% | +8.0% | +16.0% |
| 1Y | +39.5% | +41.4% | -1.9% | +21.7% |
| 3Y | +57.7% | +462.1% | -404.4% | -19.2% |
| 5Y | +115.8% | +224.0% | -108.2% | +24.1% |
| All | +449.2% | +516.3% | -67.1% | +92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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