+390.5%
ONTO vs XHB
+135.9%
+254.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.5% | +12.6% | +12.4% |
| 7D | -14.0% | +1.3% | -15.3% | -15.8% |
| 30D | -43.1% | +7.8% | -50.9% | -47.7% |
| 3M | -35.5% | -5.5% | -30.0% | -33.2% |
| 6M | -41.1% | -2.6% | -38.5% | -40.4% |
| YTD | +9.8% | +0.4% | +9.4% | +7.8% |
| 1Y | +31.5% | -1.0% | +32.5% | +30.4% |
| 3Y | +45.2% | +37.3% | +7.9% | +5.5% |
| 5Y | +86.7% | +33.7% | +53.0% | +38.9% |
| All | +390.5% | +135.9% | +254.6% | +132.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling