+238.0%
ONTO vs PEG
+35.8%
+202.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.3% | +6.2% |
| 7D | -1.0% | +0.7% | -1.7% | -1.4% |
| 30D | -2.9% | -2.4% | -0.5% | -1.7% |
| 3M | -2.5% | -4.8% | +2.3% | -0.9% |
| 6M | +28.2% | -10.7% | +38.9% | +34.5% |
| YTD | +69.8% | -6.7% | +76.5% | +74.3% |
| 1Y | +162.9% | -6.8% | +169.7% | +169.3% |
| 3Y | +95.9% | +34.5% | +61.5% | +78.1% |
| All | +238.0% | +35.8% | +202.2% | +196.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling