+238.0%
ONTO vs HIG
+124.5%
+113.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.3% | +6.5% |
| 7D | -1.0% | +0.3% | -1.3% | -1.1% |
| 30D | -2.9% | -3.2% | +0.3% | -2.2% |
| 3M | -2.5% | +9.1% | -11.6% | -6.7% |
| 6M | +28.2% | -1.8% | +30.0% | +27.7% |
| YTD | +69.8% | +1.8% | +68.0% | +65.9% |
| 1Y | +162.9% | +4.6% | +158.3% | +152.6% |
| 3Y | +95.9% | +101.6% | -5.7% | +24.3% |
| All | +238.0% | +124.5% | +113.6% | +93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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