+787.0%
PANW vs ONTO
+695.7%
+91.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.9% | -3.8% | -0.1% |
| 7D | -6.9% | +9.7% | -16.6% | -9.1% |
| 30D | -7.4% | -8.8% | +1.4% | -5.9% |
| 3M | +26.5% | +4.5% | +22.0% | +21.7% |
| 6M | +104.2% | +56.4% | +47.8% | +73.0% |
| YTD | +82.9% | +78.1% | +4.9% | +47.6% |
| 1Y | +70.7% | +171.3% | -100.5% | +20.6% |
| 3Y | +170.9% | +118.7% | +52.3% | +80.0% |
| 5Y | +334.1% | +269.4% | +64.7% | +126.5% |
| All | +787.0% | +695.7% | +91.3% | +215.9% |
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