+658.6%
ONTO vs PEG
+47.9%
+610.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.4% |
| 3M | -2.5% | -4.8% | +2.3% | -0.3% |
| 6M | +28.2% | -10.7% | +38.9% | +36.2% |
| YTD | +69.8% | -6.7% | +76.5% | +75.6% |
| 1Y | +162.9% | -6.8% | +169.7% | +171.1% |
| 3Y | +95.9% | +34.5% | +61.5% | +62.3% |
| 5Y | +244.5% | +35.8% | +208.7% | +174.7% |
| All | +658.6% | +47.9% | +610.7% | +339.4% |
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