+57.7%
ONTO vs PFGC
+84.2%
-26.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.0% | +8.0% | +10.6% |
| 7D | +1.4% | +10.8% | -9.5% | -2.7% |
| 30D | -34.1% | +17.8% | -51.9% | -38.8% |
| 3M | -37.1% | -2.7% | -34.3% | -36.2% |
| 6M | -31.8% | +20.0% | -51.9% | -39.6% |
| YTD | +22.9% | +24.3% | -1.4% | +5.9% |
| 1Y | +39.5% | +13.2% | +26.3% | +27.0% |
| 3Y | +57.7% | +85.9% | -28.2% | +4.3% |
| All | +57.7% | +84.2% | -26.6% | +4.3% |
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