+658.6%
ONTO vs PFGC
+131.0%
+527.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.7% | +6.3% |
| 7D | -1.0% | -2.2% | +1.2% | -0.3% |
| 30D | -2.9% | -11.9% | +9.0% | +0.9% |
| 3M | -2.5% | +5.0% | -7.5% | -5.0% |
| 6M | +28.2% | +8.6% | +19.6% | +23.5% |
| YTD | +69.8% | +9.7% | +60.1% | +62.7% |
| 1Y | +162.9% | -6.3% | +169.2% | +164.0% |
| 3Y | +95.9% | +58.2% | +37.7% | +66.7% |
| 5Y | +244.5% | +110.4% | +134.1% | +167.7% |
| All | +658.6% | +131.0% | +527.6% | +542.5% |
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