+37.5%
ONTO vs PHM
+14.7%
+22.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.6% | +9.4% | +11.5% |
| 7D | +1.4% | +3.5% | -2.1% | +0.8% |
| 30D | -34.1% | +21.2% | -55.3% | -37.7% |
| 3M | -37.1% | +2.5% | -39.5% | -36.5% |
| 6M | -31.8% | +16.1% | -47.9% | -36.1% |
| YTD | +22.9% | +16.6% | +6.3% | +13.6% |
| All | +37.5% | +14.7% | +22.8% | +28.9% |
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