+158.6%
ONTO vs HRB
+0.6%
+158.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.0% | +10.2% | +4.5% |
| 7D | -1.0% | -5.7% | +4.6% | -3.2% |
| 30D | -2.9% | +7.9% | -10.8% | +0.4% |
| 3M | -2.5% | +32.1% | -34.6% | +12.3% |
| 6M | +28.2% | +62.2% | -34.0% | +58.8% |
| YTD | +69.8% | +16.4% | +53.4% | +94.1% |
| All | +158.6% | +0.6% | +158.0% | +175.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling