+361.0%
PBR vs ONTO
+696.1%
-335.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.6% | -5.4% | -1.8% |
| 7D | +5.4% | +4.9% | +0.4% | +4.3% |
| 30D | +22.9% | -16.6% | +39.5% | +26.9% |
| 3M | +19.6% | -7.3% | +27.0% | +17.8% |
| 6M | +16.5% | +45.9% | -29.5% | +1.0% |
| YTD | +86.7% | +78.2% | +8.5% | +52.5% |
| 1Y | +74.7% | +159.8% | -85.1% | +27.8% |
| 3Y | +102.6% | +123.4% | -20.8% | +31.5% |
| 5Y | +566.6% | +265.8% | +300.8% | +198.6% |
| All | +361.0% | +696.1% | -335.1% | -4.1% |
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