+459.0%
ONTO vs PEG
+51.3%
+407.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.1% |
| 7D | -2.4% | +2.6% | -5.0% | -3.7% |
| 30D | -32.9% | +3.3% | -36.3% | -34.4% |
| 3M | -32.2% | +1.1% | -33.3% | -32.8% |
| 6M | -30.6% | -1.4% | -29.2% | -30.7% |
| YTD | +25.1% | -4.6% | +29.7% | +27.4% |
| 1Y | +40.0% | -7.2% | +47.2% | +44.7% |
| 3Y | +45.7% | +33.7% | +12.0% | +21.0% |
| 5Y | +128.8% | +40.8% | +88.0% | +78.2% |
| All | +459.0% | +51.3% | +407.8% | +218.7% |
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