+99.7%
ONTO vs PHM
+54.8%
+44.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.1% | +6.0% | +6.1% |
| 7D | -1.0% | -3.2% | +2.2% | +0.4% |
| 30D | -2.9% | -6.4% | +3.5% | 0.0% |
| 3M | -2.5% | +5.5% | -7.9% | -5.9% |
| 6M | +28.2% | -5.4% | +33.7% | +29.8% |
| YTD | +69.8% | +6.6% | +63.2% | +62.1% |
| 1Y | +162.9% | -8.8% | +171.7% | +168.6% |
| All | +99.7% | +54.8% | +44.9% | +50.3% |
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