+459.0%
ONTO vs HRB
+166.3%
+292.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -2.4% | -4.0% | +1.6% | -2.0% |
| 30D | -32.9% | +15.8% | -48.7% | -35.2% |
| 3M | -32.2% | +12.0% | -44.2% | -34.7% |
| 6M | -30.6% | +40.7% | -71.4% | -37.7% |
| YTD | +25.1% | +21.0% | +4.1% | +16.2% |
| 1Y | +40.0% | +11.7% | +28.4% | +33.4% |
| 3Y | +45.7% | +25.0% | +20.8% | +27.8% |
| 5Y | +128.8% | +141.0% | -12.2% | +48.5% |
| All | +459.0% | +166.3% | +292.8% | +243.9% |
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