+508.7%
ONTO vs PEGA
-14.9%
+523.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.4% | +9.3% | +9.0% |
| 7D | +16.4% | -8.6% | +25.0% | +19.3% |
| 30D | -21.4% | -10.1% | -11.4% | -19.4% |
| 3M | -32.7% | -4.7% | -28.0% | -33.1% |
| 6M | -25.2% | -8.0% | -17.2% | -26.7% |
| YTD | +36.2% | -47.1% | +83.4% | +58.9% |
| 1Y | +61.2% | -47.5% | +108.6% | +88.1% |
| 3Y | +58.7% | +40.2% | +18.4% | +10.1% |
| 5Y | +143.6% | -45.7% | +189.4% | +171.4% |
| All | +508.7% | -14.9% | +523.7% | +367.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PEGA.
Daily Out/Under-Performance
Portfolio return minus PEGA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEGA 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 10y: compounded portfolio wealth divided by compounded PEGA 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…
10y analysis · Full analysis span regression · 6 months rolling