+99.7%
ONTO vs PFGC
+60.5%
+39.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.7% | +6.4% |
| 7D | -1.0% | -2.2% | +1.2% | 0.0% |
| 30D | -2.9% | -11.9% | +9.0% | +2.4% |
| 3M | -2.5% | +5.0% | -7.5% | -7.7% |
| 6M | +28.2% | +8.6% | +19.6% | +18.7% |
| YTD | +69.8% | +9.7% | +60.1% | +55.6% |
| 1Y | +162.9% | -6.3% | +169.2% | +162.2% |
| All | +99.7% | +60.5% | +39.2% | +62.7% |
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