+91.5%
ONTO vs HIG
+104.7%
-13.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.3% | +13.3% | +11.5% |
| 7D | -14.0% | +1.1% | -15.1% | -14.3% |
| 30D | -43.1% | +5.6% | -48.6% | -44.0% |
| 3M | -35.5% | -6.9% | -28.6% | -34.7% |
| 6M | -41.1% | +1.3% | -42.4% | -42.5% |
| YTD | +9.8% | -1.5% | +11.2% | +7.6% |
| 1Y | +31.5% | +6.6% | +24.9% | +23.8% |
| 3Y | +45.2% | +91.2% | -46.0% | -7.0% |
| All | +91.5% | +104.7% | -13.2% | +12.3% |
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