+658.6%
ONTO vs PHM
+230.5%
+428.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.1% | +6.0% | +6.1% |
| 7D | -1.0% | -3.2% | +2.2% | +0.7% |
| 30D | -2.9% | -6.4% | +3.5% | +0.5% |
| 3M | -2.5% | +5.5% | -7.9% | -6.2% |
| 6M | +28.2% | -5.4% | +33.7% | +30.6% |
| YTD | +69.8% | +6.6% | +63.2% | +61.5% |
| 1Y | +162.9% | -8.8% | +171.7% | +170.4% |
| 3Y | +95.9% | +54.1% | +41.8% | +45.9% |
| 5Y | +244.5% | +144.5% | +100.0% | +95.0% |
| All | +658.6% | +230.5% | +428.1% | +262.1% |
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 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