+57.0%
ONTO vs XHB
-2.2%
+59.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.4% |
| 7D | +17.5% | -0.2% | +17.7% | +17.8% |
| 30D | -15.7% | +9.9% | -25.6% | -23.3% |
| 3M | -39.7% | -6.3% | -33.4% | -36.1% |
| 6M | -26.5% | +3.8% | -30.3% | -28.7% |
| YTD | +29.0% | +0.1% | +28.9% | +29.6% |
| 1Y | +57.0% | -0.8% | +57.8% | +58.5% |
| All | +57.0% | -2.2% | +59.1% | +58.5% |
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