+390.5%
ONTO vs PEG
+47.1%
+343.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.7% | +11.8% | +11.5% |
| 7D | -14.0% | -2.3% | -11.8% | -13.0% |
| 30D | -43.1% | +1.2% | -44.3% | -43.7% |
| 3M | -35.5% | -2.4% | -33.2% | -34.9% |
| 6M | -41.1% | -6.9% | -34.2% | -39.2% |
| YTD | +9.8% | -7.2% | +17.0% | +13.4% |
| 1Y | +31.5% | -8.9% | +40.4% | +37.1% |
| 3Y | +45.2% | +27.1% | +18.0% | +24.0% |
| 5Y | +86.7% | +33.8% | +52.9% | +49.9% |
| All | +390.5% | +47.1% | +343.4% | +183.7% |
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 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