+174.7%
PAAS vs ONTO
+459.0%
-284.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.8% | -7.6% | -6.2% |
| 7D | +4.2% | -2.4% | +6.6% | +3.9% |
| 30D | -13.8% | -32.9% | +19.2% | -6.6% |
| 3M | -22.7% | -32.2% | +9.5% | -17.2% |
| 6M | -32.1% | -30.6% | -1.5% | -29.2% |
| YTD | -22.3% | +25.1% | -47.4% | -29.9% |
| 1Y | +7.7% | +40.0% | -32.3% | -5.6% |
| 3Y | +214.0% | +45.7% | +168.3% | +150.6% |
| 5Y | +63.2% | +128.8% | -65.6% | +5.6% |
| All | +174.7% | +459.0% | -284.3% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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