+43.1%
ONTO vs XHB
+5.8%
+37.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +5.4% | -14.1% | -12.5% |
| 7D | -17.4% | +9.7% | -27.1% | -23.8% |
| 30D | -43.2% | +11.7% | -54.9% | -48.7% |
| 3M | -35.7% | -1.4% | -34.4% | -34.5% |
| 6M | -38.3% | +6.8% | -45.1% | -41.5% |
| YTD | +17.1% | +5.5% | +11.6% | +12.0% |
| 1Y | +43.1% | +5.1% | +38.0% | +36.7% |
| All | +43.1% | +5.8% | +37.4% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1y: compounded portfolio wealth divided by compounded XHB 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…
1y analysis · Full analysis span regression · 6 months rolling