+61.2%
ONTO vs PEG
-7.6%
+68.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.5% | +9.4% | +9.0% |
| 7D | +16.4% | +1.5% | +14.9% | +15.8% |
| 30D | -21.4% | +5.0% | -26.4% | -22.8% |
| 3M | -32.7% | -0.3% | -32.4% | -32.3% |
| 6M | -25.2% | -2.7% | -22.5% | -25.8% |
| YTD | +36.2% | -5.1% | +41.3% | +36.8% |
| 1Y | +61.2% | -8.3% | +69.4% | +63.8% |
| All | +61.2% | -7.6% | +68.8% | +63.8% |
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