+572.2%
PBR vs ONTO
+246.7%
+325.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.4% | +5.6% | +2.4% |
| 7D | +4.2% | +6.5% | -2.3% | +3.8% |
| 30D | +22.7% | -15.9% | +38.6% | +24.0% |
| 3M | +21.5% | -0.2% | +21.7% | +20.2% |
| 6M | +24.0% | +38.7% | -14.8% | +18.6% |
| YTD | +88.2% | +70.4% | +17.9% | +76.2% |
| 1Y | +74.8% | +153.6% | -78.8% | +57.2% |
| 3Y | +105.1% | +109.2% | -4.0% | +81.1% |
| 5Y | +572.2% | +249.7% | +322.5% | +455.8% |
| All | +572.2% | +246.7% | +325.5% | +455.8% |
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