+341.5%
ONTO vs HDB
-12.1%
+353.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +1.5% | -17.1% | -16.2% |
| 7D | -29.7% | +13.3% | -43.0% | -33.6% |
| 30D | -50.3% | +10.2% | -60.4% | -52.6% |
| 3M | -43.5% | +3.6% | -47.0% | -44.9% |
| 6M | -48.9% | -0.5% | -48.3% | -49.8% |
| YTD | -1.2% | -32.4% | +31.2% | +14.5% |
| 1Y | +14.9% | -31.1% | +46.0% | +31.6% |
| 3Y | +31.2% | -12.6% | +43.8% | +28.6% |
| 5Y | +68.1% | -25.7% | +93.7% | +75.3% |
| All | +341.5% | -12.1% | +353.6% | +384.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling