+68.1%
ONTO vs PEGA
-43.7%
+111.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -2.3% | -13.3% | -15.1% |
| 7D | -29.7% | -1.6% | -28.1% | -29.4% |
| 30D | -50.3% | -3.0% | -47.3% | -50.1% |
| 3M | -43.5% | +5.8% | -49.3% | -44.8% |
| 6M | -48.9% | -8.8% | -40.0% | -49.1% |
| YTD | -1.2% | -43.5% | +42.3% | +10.1% |
| 1Y | +14.9% | -43.4% | +58.3% | +27.8% |
| 3Y | +31.2% | +48.6% | -17.4% | +1.1% |
| 5Y | +68.1% | -43.3% | +111.4% | +89.5% |
| All | +68.1% | -43.7% | +111.7% | +89.5% |
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