+91.5%
ONTO vs PFG
+91.4%
+0.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.7% | +12.8% | +12.1% |
| 7D | -14.0% | -0.6% | -13.4% | -13.8% |
| 30D | -43.1% | +2.0% | -45.1% | -43.9% |
| 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% | -11.2% |
| 1Y | +31.5% | +39.2% | -7.6% | +0.4% |
| 3Y | +45.2% | +75.0% | -29.9% | -7.3% |
| All | +91.5% | +91.4% | +0.1% | +13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling