+449.2%
ONTO vs PEG
+52.0%
+397.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.3% | +8.6% | +10.1% |
| 7D | +1.4% | +0.9% | +0.5% | +0.9% |
| 30D | -34.1% | +3.8% | -37.9% | -35.7% |
| 3M | -37.1% | +0.1% | -37.1% | -37.3% |
| 6M | -31.8% | -1.0% | -30.9% | -32.1% |
| YTD | +22.9% | -4.1% | +27.0% | +24.8% |
| 1Y | +39.5% | -6.9% | +46.4% | +43.9% |
| 3Y | +57.7% | +35.6% | +22.0% | +29.9% |
| 5Y | +115.8% | +42.8% | +73.1% | +66.6% |
| All | +449.2% | +52.0% | +397.3% | +212.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling