+130.7%
ONTO vs HRB
+140.6%
-9.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.9% |
| 7D | +17.5% | -5.1% | +22.6% | +17.3% |
| 30D | -15.7% | +8.7% | -24.3% | -15.6% |
| 3M | -39.7% | -5.4% | -34.3% | -39.5% |
| 6M | -26.5% | +41.6% | -68.1% | -28.0% |
| YTD | +29.0% | +18.7% | +10.3% | +31.9% |
| 1Y | +57.0% | +16.4% | +40.5% | +60.9% |
| 3Y | +50.0% | +22.0% | +28.0% | +46.0% |
| All | +130.7% | +140.6% | -9.9% | +91.8% |
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