+238.0%
ONTO vs HDB
-35.4%
+273.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.3% |
| 7D | -1.0% | +0.4% | -1.5% | -1.2% |
| 30D | -2.9% | -2.8% | -0.1% | -2.1% |
| 3M | -2.5% | -3.5% | +1.1% | -2.2% |
| 6M | +28.2% | -24.7% | +52.9% | +41.4% |
| YTD | +69.8% | -36.6% | +106.3% | +99.1% |
| 1Y | +162.9% | -34.4% | +197.3% | +201.7% |
| 3Y | +95.9% | -24.4% | +120.3% | +102.9% |
| All | +238.0% | -35.4% | +273.5% | +257.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling