+61.2%
ONTO vs PFG
+41.5%
+19.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -1.1% | +10.0% | +8.9% |
| 7D | +16.4% | -2.2% | +18.6% | +16.1% |
| 30D | -21.4% | +6.4% | -27.8% | -20.8% |
| 3M | -32.7% | +2.2% | -35.0% | -32.5% |
| 6M | -25.2% | +16.3% | -41.5% | -29.4% |
| YTD | +36.2% | +33.2% | +3.0% | +19.8% |
| 1Y | +61.2% | +40.6% | +20.6% | +38.4% |
| All | +61.2% | +41.5% | +19.6% | +38.4% |
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