+91.5%
ONTO vs LH
+62.5%
+28.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.9% | +10.2% | +10.7% |
| 7D | -14.0% | +1.4% | -15.5% | -14.6% |
| 30D | -43.1% | +17.5% | -60.6% | -47.3% |
| 3M | -35.5% | +16.1% | -51.6% | -40.2% |
| 6M | -41.1% | +43.4% | -84.4% | -51.5% |
| YTD | +9.8% | +47.2% | -37.4% | -11.0% |
| 1Y | +31.5% | +50.1% | -18.6% | +5.2% |
| 3Y | +45.2% | +81.2% | -36.0% | +2.0% |
| All | +91.5% | +62.5% | +28.9% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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