+45.2%
ONTO vs HBM
+348.5%
-303.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.6% | +9.5% | +10.3% |
| 7D | -14.0% | -3.6% | -10.4% | -12.1% |
| 30D | -43.1% | -19.2% | -23.9% | -36.0% |
| 3M | -35.5% | -20.5% | -15.0% | -27.0% |
| 6M | -41.1% | -12.8% | -28.2% | -36.7% |
| YTD | +9.8% | +5.4% | +4.3% | +6.0% |
| 1Y | +31.5% | +33.0% | -1.4% | +14.0% |
| 3Y | +45.2% | +357.3% | -312.2% | -17.2% |
| All | +45.2% | +348.5% | -303.4% | -17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling