+658.6%
ONTO vs XHB
+136.8%
+521.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +5.3% |
| 7D | -1.0% | -1.3% | +0.3% | +0.2% |
| 30D | -2.9% | -6.9% | +4.0% | +3.9% |
| 3M | -2.5% | -1.3% | -1.2% | -1.0% |
| 6M | +28.2% | -6.8% | +35.0% | +37.8% |
| YTD | +69.8% | +0.7% | +69.0% | +69.2% |
| 1Y | +162.9% | -11.2% | +174.1% | +192.7% |
| 3Y | +95.9% | +25.3% | +70.6% | +57.0% |
| 5Y | +244.5% | +37.3% | +207.2% | +155.1% |
| All | +658.6% | +136.8% | +521.8% | +265.3% |
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