+449.2%
ONTO vs THC
+1,064.9%
-615.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.0% | +10.0% | +11.4% |
| 7D | +1.4% | +7.5% | -6.1% | -1.0% |
| 30D | -34.1% | +9.6% | -43.7% | -36.2% |
| 3M | -37.1% | +10.3% | -47.3% | -39.3% |
| 6M | -31.8% | +51.8% | -83.6% | -41.9% |
| YTD | +22.9% | +45.4% | -22.5% | +5.5% |
| 1Y | +39.5% | +40.8% | -1.3% | +20.6% |
| 3Y | +57.7% | +448.8% | -391.1% | -15.2% |
| 5Y | +115.8% | +263.4% | -147.6% | +26.4% |
| All | +449.2% | +1,064.9% | -615.6% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling