+390.5%
ONTO vs PHM
+252.6%
+137.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.0% | +13.1% | +12.0% |
| 7D | -14.0% | +6.2% | -20.2% | -17.4% |
| 30D | -43.1% | +17.9% | -61.0% | -48.5% |
| 3M | -35.5% | +2.5% | -38.0% | -37.5% |
| 6M | -41.1% | +10.8% | -51.9% | -45.7% |
| YTD | +9.8% | +13.7% | -3.9% | -0.8% |
| 1Y | +31.5% | +12.4% | +19.2% | +19.3% |
| 3Y | +45.2% | +65.6% | -20.5% | +2.8% |
| 5Y | +86.7% | +175.3% | -88.6% | -2.0% |
| All | +390.5% | +252.6% | +137.9% | +122.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling