+57.0%
ONTO vs PHM
+7.4%
+49.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -2.9% |
| 7D | +17.5% | -4.1% | +21.6% | +18.3% |
| 30D | -15.7% | +16.1% | -31.8% | -20.2% |
| 3M | -39.7% | -2.5% | -37.2% | -38.9% |
| 6M | -26.5% | +12.9% | -39.4% | -31.7% |
| YTD | +29.0% | +9.0% | +20.0% | +21.0% |
| 1Y | +57.0% | +8.2% | +48.8% | +47.8% |
| All | +57.0% | +7.4% | +49.5% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 1y: compounded portfolio wealth divided by compounded PHM 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…
1y analysis · Full analysis span regression · 6 months rolling