+658.6%
ONTO vs HDB
-17.5%
+676.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.3% |
| 7D | -1.0% | +0.4% | -1.5% | -1.3% |
| 30D | -2.9% | -2.8% | -0.1% | -2.0% |
| 3M | -2.5% | -3.5% | +1.1% | -2.1% |
| 6M | +28.2% | -24.7% | +52.9% | +43.4% |
| YTD | +69.8% | -36.6% | +106.3% | +103.7% |
| 1Y | +162.9% | -34.4% | +197.3% | +208.2% |
| 3Y | +95.9% | -24.4% | +120.3% | +107.2% |
| 5Y | +244.5% | -35.4% | +279.8% | +285.5% |
| All | +658.6% | -17.5% | +676.1% | +762.3% |
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