+341.5%
ONTO vs PFGC
+156.9%
+184.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +0.1% | -15.7% | -15.6% |
| 7D | -29.7% | +12.5% | -42.2% | -32.8% |
| 30D | -50.3% | +17.0% | -67.2% | -53.2% |
| 3M | -43.5% | -2.1% | -41.4% | -43.8% |
| 6M | -48.9% | +25.9% | -74.8% | -53.6% |
| YTD | -1.2% | +22.0% | -23.2% | -9.4% |
| 1Y | +14.9% | +14.8% | +0.1% | +7.3% |
| 3Y | +31.2% | +80.8% | -49.6% | +6.2% |
| 5Y | +68.1% | +126.0% | -57.9% | +26.3% |
| All | +341.5% | +156.9% | +184.7% | +257.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling