+238.0%
ONTO vs XHB
+37.5%
+200.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +5.2% |
| 7D | -1.0% | -1.3% | +0.3% | +0.3% |
| 30D | -2.9% | -6.9% | +4.0% | +4.3% |
| 3M | -2.5% | -1.3% | -1.2% | -0.9% |
| 6M | +28.2% | -6.8% | +35.0% | +38.1% |
| YTD | +69.8% | +0.7% | +69.0% | +68.8% |
| 1Y | +162.9% | -11.2% | +174.1% | +193.9% |
| 3Y | +95.9% | +25.3% | +70.6% | +51.6% |
| All | +238.0% | +37.5% | +200.5% | +137.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling