+130.7%
ONTO vs PEGA
-44.5%
+175.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.2% | -4.1% | -3.1% |
| 7D | +17.5% | +0.1% | +17.4% | +17.3% |
| 30D | -15.7% | -4.1% | -11.5% | -15.3% |
| 3M | -39.7% | -2.8% | -36.9% | -40.1% |
| 6M | -26.5% | -0.4% | -26.0% | -28.7% |
| YTD | +29.0% | -45.4% | +74.4% | +44.3% |
| 1Y | +57.0% | -42.6% | +99.6% | +72.9% |
| 3Y | +50.0% | +45.4% | +4.6% | +15.8% |
| All | +130.7% | -44.5% | +175.2% | +157.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling