+341.5%
ONTO vs PEG
+48.1%
+293.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.2% | -15.4% | -15.5% |
| 7D | -29.7% | -0.7% | -29.0% | -29.5% |
| 30D | -50.3% | +1.9% | -52.2% | -51.0% |
| 3M | -43.5% | -2.3% | -41.1% | -42.9% |
| 6M | -48.9% | -6.7% | -42.2% | -47.3% |
| YTD | -1.2% | -6.6% | +5.4% | +1.7% |
| 1Y | +14.9% | -5.3% | +20.2% | +17.0% |
| 3Y | +31.2% | +26.8% | +4.4% | +12.3% |
| 5Y | +68.1% | +34.7% | +33.4% | +34.5% |
| All | +341.5% | +48.1% | +293.5% | +154.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling