+341.5%
ONTO vs PHM
+259.7%
+81.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.6% | -15.0% | -15.3% |
| 7D | -29.7% | +8.7% | -38.4% | -33.1% |
| 30D | -50.3% | +16.4% | -66.7% | -54.6% |
| 3M | -43.5% | +1.8% | -45.3% | -44.9% |
| 6M | -48.9% | +15.1% | -63.9% | -53.7% |
| YTD | -1.2% | +16.0% | -17.2% | -11.5% |
| 1Y | +14.9% | +14.1% | +0.8% | +3.6% |
| 3Y | +31.2% | +65.9% | -34.7% | -7.0% |
| 5Y | +68.1% | +180.9% | -112.8% | -12.5% |
| All | +341.5% | +259.7% | +81.9% | +98.5% |
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