+341.5%
ONTO vs PRU
+88.1%
+253.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -3.3% | -12.3% | -13.7% |
| 7D | -29.7% | +4.8% | -34.5% | -31.8% |
| 30D | -50.3% | +7.9% | -58.1% | -52.8% |
| 3M | -43.5% | +3.1% | -46.6% | -45.1% |
| 6M | -48.9% | +25.2% | -74.1% | -56.4% |
| YTD | -1.2% | +12.7% | -13.9% | -10.4% |
| 1Y | +14.9% | +23.5% | -8.6% | -1.7% |
| 3Y | +31.2% | +50.6% | -19.4% | -1.0% |
| 5Y | +68.1% | +40.9% | +27.2% | +31.6% |
| All | +341.5% | +88.1% | +253.5% | +195.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling