+37.5%
ONTO vs HRB
+8.1%
+29.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -3.2% | +15.2% | +10.4% |
| 7D | +1.4% | -2.4% | +3.8% | +0.6% |
| 30D | -34.1% | +15.7% | -49.9% | -28.8% |
| 3M | -37.1% | +11.4% | -48.4% | -32.6% |
| 6M | -31.8% | +40.7% | -72.6% | -18.0% |
| YTD | +22.9% | +21.0% | +2.0% | +54.9% |
| All | +37.5% | +8.1% | +29.5% | +77.0% |
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