+45.2%
ONTO vs PFG
+72.1%
-26.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.7% | +12.8% | +12.0% |
| 7D | -14.0% | -0.6% | -13.4% | -13.7% |
| 30D | -43.1% | +2.0% | -45.1% | -43.7% |
| 3M | -35.5% | -3.2% | -32.3% | -34.9% |
| 6M | -41.1% | +10.9% | -52.0% | -46.6% |
| YTD | +9.8% | +28.8% | -19.1% | -11.6% |
| 1Y | +31.5% | +39.2% | -7.6% | -0.4% |
| 3Y | +45.2% | +75.0% | -29.9% | -5.1% |
| All | +45.2% | +72.1% | -26.9% | -5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling