+658.6%
ONTO vs HRB
+156.2%
+502.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.0% | +10.2% | +7.0% |
| 7D | -1.0% | -5.7% | +4.6% | +0.1% |
| 30D | -2.9% | +7.9% | -10.8% | -4.9% |
| 3M | -2.5% | +32.1% | -34.6% | -10.2% |
| 6M | +28.2% | +62.2% | -34.0% | +9.0% |
| YTD | +69.8% | +16.4% | +53.4% | +60.3% |
| 1Y | +162.9% | -0.3% | +163.2% | +159.8% |
| 3Y | +95.9% | +36.0% | +59.9% | +66.1% |
| 5Y | +244.5% | +125.2% | +119.3% | +129.6% |
| All | +658.6% | +156.2% | +502.4% | +374.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling