+183.5%
PAAS vs ONTO
+390.5%
-206.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +11.1% | -9.6% | -1.0% |
| 7D | +8.4% | -14.0% | +22.4% | +11.3% |
| 30D | -7.2% | -43.1% | +35.9% | +4.4% |
| 3M | -14.0% | -35.5% | +21.5% | -6.9% |
| 6M | -26.8% | -41.1% | +14.3% | -20.7% |
| YTD | -19.8% | +9.8% | -29.6% | -25.4% |
| 1Y | +22.8% | +31.5% | -8.7% | +9.4% |
| 3Y | +183.6% | +45.2% | +138.5% | +124.9% |
| 5Y | +73.8% | +86.7% | -12.9% | +19.0% |
| All | +183.5% | +390.5% | -206.9% | +9.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling