+493.5%
ONTO vs HDB
-8.5%
+502.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.0% |
| 7D | +34.4% | +4.1% | +30.3% | +32.4% |
| 30D | -20.4% | +13.0% | -33.4% | -24.8% |
| 3M | -37.8% | +11.3% | -49.1% | -41.1% |
| 6M | -24.6% | +6.9% | -31.5% | -27.9% |
| YTD | +32.8% | -29.6% | +62.5% | +51.7% |
| 1Y | +54.7% | -29.5% | +84.2% | +76.2% |
| 3Y | +54.7% | -8.1% | +62.8% | +48.6% |
| 5Y | +134.0% | -23.4% | +157.4% | +141.7% |
| All | +493.5% | -8.5% | +502.0% | +542.1% |
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