+37.5%
ONTO vs PEG
-6.5%
+44.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.3% | +8.6% | +11.0% |
| 7D | +1.4% | +0.9% | +0.5% | +1.0% |
| 30D | -34.1% | +3.8% | -37.9% | -34.8% |
| 3M | -37.1% | +0.1% | -37.1% | -36.6% |
| 6M | -31.8% | -1.0% | -30.9% | -32.9% |
| YTD | +22.9% | -4.1% | +27.0% | +23.0% |
| All | +37.5% | -6.5% | +44.1% | +37.5% |
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