+45.7%
ONTO vs PHM
+64.0%
-18.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.9% | +5.7% | +3.2% |
| 7D | -2.4% | +2.9% | -5.3% | -3.8% |
| 30D | -32.9% | +16.5% | -49.4% | -37.7% |
| 3M | -32.2% | +0.6% | -32.9% | -33.1% |
| 6M | -30.6% | +11.6% | -42.2% | -35.3% |
| YTD | +25.1% | +12.1% | +13.0% | +15.7% |
| 1Y | +40.0% | +9.6% | +30.4% | +30.6% |
| 3Y | +45.7% | +62.3% | -16.6% | +18.1% |
| All | +45.7% | +64.0% | -18.3% | +18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling