+91.5%
ONTO vs PFGC
+121.6%
-30.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.0% | +13.1% | +12.0% |
| 7D | -14.0% | +8.5% | -22.6% | -18.4% |
| 30D | -43.1% | +15.0% | -58.1% | -47.8% |
| 3M | -35.5% | -6.2% | -29.3% | -34.5% |
| 6M | -41.1% | +15.7% | -56.8% | -47.5% |
| YTD | +9.8% | +19.6% | -9.8% | -4.6% |
| 1Y | +31.5% | +13.2% | +18.3% | +17.6% |
| 3Y | +45.2% | +77.0% | -31.8% | -0.6% |
| All | +91.5% | +121.6% | -30.1% | +10.6% |
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