+390.5%
ONTO vs HBM
+465.5%
-75.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.6% | +9.5% | +10.4% |
| 7D | -14.0% | -3.6% | -10.4% | -12.5% |
| 30D | -43.1% | -19.2% | -23.9% | -37.6% |
| 3M | -35.5% | -20.5% | -15.0% | -28.8% |
| 6M | -41.1% | -12.8% | -28.2% | -37.4% |
| YTD | +9.8% | +5.4% | +4.3% | +7.1% |
| 1Y | +31.5% | +33.0% | -1.4% | +17.6% |
| 3Y | +45.2% | +357.3% | -312.2% | -20.0% |
| 5Y | +86.7% | +210.4% | -123.7% | +9.1% |
| All | +390.5% | +465.5% | -75.0% | +77.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling