+128.8%
ONTO vs PFGC
+122.2%
+6.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.1% |
| 7D | -2.4% | +15.0% | -17.4% | -9.6% |
| 30D | -32.9% | +17.0% | -49.9% | -38.9% |
| 3M | -32.2% | -2.5% | -29.8% | -32.4% |
| 6M | -30.6% | +19.2% | -49.8% | -39.1% |
| YTD | +25.1% | +23.4% | +1.7% | +7.1% |
| 1Y | +40.0% | +13.9% | +26.2% | +25.2% |
| 3Y | +45.7% | +82.0% | -36.3% | -2.0% |
| 5Y | +128.8% | +128.7% | +0.1% | +29.3% |
| All | +128.8% | +122.2% | +6.5% | +29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling