+134.0%
ONTO vs XHB
+30.4%
+103.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -0.9% |
| 7D | +34.4% | -2.4% | +36.8% | +37.5% |
| 30D | -20.4% | +7.1% | -27.5% | -26.6% |
| 3M | -37.8% | -6.0% | -31.9% | -35.2% |
| 6M | -24.6% | +2.1% | -26.6% | -27.0% |
| YTD | +32.8% | -0.6% | +33.4% | +31.5% |
| 1Y | +54.7% | -3.3% | +58.0% | +56.7% |
| 3Y | +54.7% | +34.1% | +20.6% | +9.7% |
| 5Y | +134.0% | +28.6% | +105.4% | +74.6% |
| All | +134.0% | +30.4% | +103.6% | +74.6% |
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