+390.5%
ONTO vs HIG
+173.7%
+216.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.3% | +13.3% | +11.9% |
| 7D | -14.0% | +1.1% | -15.1% | -14.6% |
| 30D | -43.1% | +5.6% | -48.6% | -44.7% |
| 3M | -35.5% | -6.9% | -28.6% | -34.4% |
| 6M | -41.1% | +1.3% | -42.4% | -43.0% |
| YTD | +9.8% | -1.5% | +11.2% | +6.8% |
| 1Y | +31.5% | +6.6% | +24.9% | +22.9% |
| 3Y | +45.2% | +91.2% | -46.0% | -1.0% |
| 5Y | +86.7% | +106.1% | -19.4% | +21.5% |
| All | +390.5% | +173.7% | +216.8% | +181.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling