+70.8%
PAAS vs ONTO
+84.2%
-13.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +11.1% | -9.6% | -0.5% |
| 7D | +8.4% | -14.0% | +22.4% | +10.7% |
| 30D | -7.2% | -43.1% | +35.9% | +1.9% |
| 3M | -14.0% | -35.5% | +21.5% | -8.4% |
| 6M | -26.8% | -41.1% | +14.3% | -21.9% |
| YTD | -19.8% | +9.8% | -29.6% | -23.5% |
| 1Y | +22.8% | +31.5% | -8.7% | +13.6% |
| 3Y | +183.6% | +45.2% | +138.5% | +148.5% |
| All | +70.8% | +84.2% | -13.4% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling