+390.5%
ONTO vs PRU
+83.1%
+307.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.6% | +13.7% | +12.6% |
| 7D | -14.0% | +2.4% | -16.4% | -15.6% |
| 30D | -43.1% | +6.1% | -49.2% | -45.6% |
| 3M | -35.5% | -0.7% | -34.8% | -36.1% |
| 6M | -41.1% | +22.1% | -63.1% | -49.1% |
| YTD | +9.8% | +9.8% | 0.0% | +0.9% |
| 1Y | +31.5% | +19.4% | +12.2% | +14.7% |
| 3Y | +45.2% | +50.4% | -5.2% | +9.4% |
| 5Y | +86.7% | +37.2% | +49.5% | +48.2% |
| All | +390.5% | +83.1% | +307.3% | +233.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling