+61.2%
ONTO vs PHM
+7.9%
+53.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.8% | +9.7% | +9.0% |
| 7D | +16.4% | -4.8% | +21.1% | +17.3% |
| 30D | -21.4% | +16.5% | -38.0% | -25.5% |
| 3M | -32.7% | -2.0% | -30.8% | -31.7% |
| 6M | -25.2% | +12.7% | -37.9% | -30.1% |
| YTD | +36.2% | +11.2% | +25.1% | +26.7% |
| 1Y | +61.2% | +7.7% | +53.4% | +52.4% |
| All | +61.2% | +7.9% | +53.3% | +52.4% |
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