+30.7%
ONTO vs PFGC
+81.0%
-50.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +0.1% | -15.7% | -15.6% |
| 7D | -29.7% | +12.5% | -42.2% | -33.2% |
| 30D | -50.3% | +17.0% | -67.2% | -53.7% |
| 3M | -43.5% | -2.1% | -41.4% | -43.1% |
| 6M | -48.9% | +25.9% | -74.8% | -56.4% |
| YTD | -1.2% | +22.0% | -23.2% | -14.3% |
| 1Y | +14.9% | +14.8% | +0.1% | +3.1% |
| All | +30.7% | +81.0% | -50.3% | -10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling