+688.0%
ONTO vs HRB
+135.7%
+552.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.7% | -0.6% |
| 7D | +9.4% | -10.6% | +20.0% | +11.7% |
| 30D | -4.4% | -0.8% | -3.6% | -4.9% |
| 3M | +1.6% | +19.1% | -17.5% | -4.4% |
| 6M | +45.3% | +48.7% | -3.4% | +25.9% |
| YTD | +76.4% | +7.1% | +69.3% | +69.1% |
| 1Y | +167.2% | -8.3% | +175.5% | +168.4% |
| 3Y | +116.6% | +25.8% | +90.7% | +86.1% |
| 5Y | +263.7% | +111.1% | +152.6% | +144.5% |
| All | +688.0% | +135.7% | +552.3% | +400.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling