+695.7%
ONTO vs PPG
+1.7%
+694.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.5% | +7.4% | +6.8% |
| 7D | +9.7% | 0.0% | +9.6% | +9.5% |
| 30D | -8.8% | -7.8% | -1.0% | -3.1% |
| 3M | +4.5% | -2.2% | +6.7% | +5.9% |
| 6M | +56.4% | +4.1% | +52.3% | +50.3% |
| YTD | +78.1% | +9.1% | +69.0% | +63.8% |
| 1Y | +171.3% | +1.0% | +170.3% | +163.0% |
| 3Y | +118.7% | -13.3% | +131.9% | +135.0% |
| 5Y | +269.4% | -19.2% | +288.6% | +309.4% |
| All | +695.7% | +1.7% | +694.0% | +552.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 10y: compounded portfolio wealth divided by compounded PPG 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…
10y analysis · Full analysis span regression · 6 months rolling