+143.6%
ONTO vs PRU
+43.3%
+100.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.2% | +9.1% | +9.0% |
| 7D | +16.4% | -2.8% | +19.2% | +18.8% |
| 30D | -21.4% | +8.5% | -29.9% | -26.2% |
| 3M | -32.7% | +1.7% | -34.5% | -34.3% |
| 6M | -25.2% | +24.8% | -50.0% | -37.8% |
| YTD | +36.2% | +13.3% | +23.0% | +21.1% |
| 1Y | +61.2% | +21.4% | +39.8% | +35.6% |
| 3Y | +58.7% | +54.8% | +3.9% | +8.6% |
| 5Y | +143.6% | +42.4% | +101.3% | +82.5% |
| All | +143.6% | +43.3% | +100.4% | +82.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling