+238.0%
ONTO vs HRB
+126.2%
+111.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.0% | +10.2% | +6.3% |
| 7D | -1.0% | -5.7% | +4.6% | -0.9% |
| 30D | -2.9% | +7.9% | -10.8% | -3.3% |
| 3M | -2.5% | +32.1% | -34.6% | -4.2% |
| 6M | +28.2% | +62.2% | -34.0% | +21.7% |
| YTD | +69.8% | +16.4% | +53.4% | +72.7% |
| 1Y | +162.9% | -0.3% | +163.2% | +176.0% |
| 3Y | +95.9% | +36.0% | +59.9% | +82.9% |
| All | +238.0% | +126.2% | +111.8% | +171.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling