+43.1%
ONTO vs PRU
+27.9%
+15.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +6.6% | -15.3% | -8.4% |
| 7D | -17.4% | +9.8% | -27.1% | -17.3% |
| 30D | -43.2% | +11.6% | -54.8% | -43.3% |
| 3M | -35.7% | +3.7% | -39.4% | -34.9% |
| 6M | -38.3% | +33.0% | -71.3% | -44.5% |
| YTD | +17.1% | +16.6% | +0.5% | +9.4% |
| 1Y | +43.1% | +26.9% | +16.2% | +28.5% |
| All | +43.1% | +27.9% | +15.3% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 1y: compounded portfolio wealth divided by compounded PRU 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…
1y analysis · Full analysis span regression · 6 months rolling