+162.9%
ONTO vs PFG
+51.4%
+111.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.7% | +6.2% |
| 7D | -1.0% | +5.5% | -6.6% | -1.4% |
| 30D | -2.9% | +2.4% | -5.3% | -3.1% |
| 3M | -2.5% | +13.6% | -16.0% | -6.3% |
| 6M | +28.2% | +27.9% | +0.3% | +15.9% |
| YTD | +69.8% | +35.6% | +34.2% | +50.1% |
| 1Y | +162.9% | +48.5% | +114.4% | +130.5% |
| All | +162.9% | +51.4% | +111.5% | +130.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling