+45.2%
ONTO vs THC
+413.3%
-368.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.1% | +12.2% | +11.3% |
| 7D | -14.0% | +3.7% | -17.7% | -14.7% |
| 30D | -43.1% | +9.0% | -52.1% | -44.2% |
| 3M | -35.5% | +10.4% | -45.9% | -37.0% |
| 6M | -41.1% | +45.7% | -86.7% | -47.2% |
| YTD | +9.8% | +42.6% | -32.8% | -1.7% |
| 1Y | +31.5% | +38.8% | -7.2% | +18.5% |
| 3Y | +45.2% | +418.8% | -373.7% | -9.3% |
| All | +45.2% | +413.3% | -368.1% | -9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling