+57.0%
ONTO vs HBM
+25.3%
+31.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.8% | -2.2% |
| 7D | +17.5% | +2.2% | +15.3% | +16.0% |
| 30D | -15.7% | -11.8% | -3.9% | -8.4% |
| 3M | -39.7% | -19.2% | -20.5% | -31.2% |
| 6M | -26.5% | -22.9% | -3.6% | -15.9% |
| YTD | +29.0% | +7.8% | +21.2% | +26.4% |
| 1Y | +57.0% | +34.9% | +22.0% | +38.7% |
| All | +57.0% | +25.3% | +31.7% | +38.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling