+390.5%
ONTO vs HDB
-10.5%
+401.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.8% | +9.3% | +10.4% |
| 7D | -14.0% | +13.3% | -27.4% | -18.7% |
| 30D | -43.1% | +13.6% | -56.6% | -46.4% |
| 3M | -35.5% | +5.8% | -41.3% | -37.6% |
| 6M | -41.1% | -1.9% | -39.2% | -41.6% |
| YTD | +9.8% | -31.2% | +41.0% | +26.4% |
| 1Y | +31.5% | -29.6% | +61.1% | +49.4% |
| 3Y | +45.2% | -10.1% | +55.3% | +40.6% |
| 5Y | +86.7% | -24.3% | +111.0% | +93.4% |
| All | +390.5% | -10.5% | +401.0% | +435.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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