+459.0%
ONTO vs XHB
+137.9%
+321.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.6% | +4.4% | +4.1% |
| 7D | -2.4% | +1.2% | -3.6% | -3.7% |
| 30D | -32.9% | +8.9% | -41.8% | -38.8% |
| 3M | -32.2% | -4.2% | -28.1% | -30.7% |
| 6M | -30.6% | +1.4% | -32.0% | -32.3% |
| YTD | +25.1% | +1.2% | +23.9% | +22.1% |
| 1Y | +40.0% | -1.3% | +41.3% | +39.4% |
| 3Y | +45.7% | +36.6% | +9.2% | +6.4% |
| 5Y | +128.8% | +34.3% | +94.5% | +69.8% |
| All | +459.0% | +137.9% | +321.1% | +163.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling