+99.7%
ONTO vs PEGA
+49.4%
+50.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.1% | +6.3% |
| 7D | -1.0% | +3.3% | -4.3% | -1.5% |
| 30D | -2.9% | +17.7% | -20.6% | -5.3% |
| 3M | -2.5% | +5.8% | -8.3% | -3.6% |
| 6M | +28.2% | -20.3% | +48.5% | +33.6% |
| YTD | +69.8% | -37.1% | +106.9% | +85.5% |
| 1Y | +162.9% | -30.2% | +193.1% | +177.1% |
| All | +99.7% | +49.4% | +50.3% | +71.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling