+43.1%
ONTO vs PEG
-6.2%
+49.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +0.6% | -9.2% | -8.8% |
| 7D | -17.4% | +1.0% | -18.4% | -17.7% |
| 30D | -43.2% | +6.6% | -49.8% | -44.2% |
| 3M | -35.7% | -3.1% | -32.6% | -34.9% |
| 6M | -38.3% | -7.4% | -30.9% | -37.5% |
| YTD | +17.1% | -6.4% | +23.5% | +18.8% |
| 1Y | +43.1% | -7.4% | +50.6% | +44.5% |
| All | +43.1% | -6.2% | +49.3% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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