+390.5%
ONTO vs PFGC
+151.8%
+238.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.0% | +13.1% | +11.7% |
| 7D | -14.0% | +8.5% | -22.6% | -17.0% |
| 30D | -43.1% | +15.0% | -58.1% | -46.1% |
| 3M | -35.5% | -6.2% | -29.3% | -35.1% |
| 6M | -41.1% | +15.7% | -56.8% | -45.0% |
| YTD | +9.8% | +19.6% | -9.8% | +1.2% |
| 1Y | +31.5% | +13.2% | +18.3% | +23.3% |
| 3Y | +45.2% | +77.0% | -31.8% | +18.2% |
| 5Y | +86.7% | +121.5% | -34.8% | +41.1% |
| All | +390.5% | +151.8% | +238.7% | +299.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 10y: compounded portfolio wealth divided by compounded PFGC 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…
10y analysis · Full analysis span regression · 6 months rolling