+390.5%
ONTO vs HRB
+175.2%
+215.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -4.2% | +15.3% | +11.8% |
| 7D | -14.0% | +2.7% | -16.7% | -14.6% |
| 30D | -43.1% | +22.1% | -65.2% | -45.5% |
| 3M | -35.5% | +15.7% | -51.2% | -38.1% |
| 6M | -41.1% | +83.3% | -124.4% | -51.2% |
| YTD | +9.8% | +25.0% | -15.2% | +1.5% |
| 1Y | +31.5% | +6.9% | +24.6% | +27.9% |
| 3Y | +45.2% | +39.0% | +6.1% | +23.1% |
| 5Y | +86.7% | +146.4% | -59.7% | +21.2% |
| All | +390.5% | +175.2% | +215.3% | +200.3% |
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 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