+352.9%
PBR vs ONTO
+695.7%
-342.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.9% | -1.4% | +2.5% |
| 7D | +2.5% | +9.7% | -7.2% | +0.5% |
| 30D | +19.4% | -8.8% | +28.2% | +20.8% |
| 3M | +20.8% | +4.5% | +16.3% | +15.5% |
| 6M | +23.5% | +56.4% | -32.9% | +5.3% |
| YTD | +83.4% | +78.1% | +5.3% | +49.9% |
| 1Y | +77.6% | +171.3% | -93.7% | +28.5% |
| 3Y | +99.9% | +118.7% | -18.8% | +30.9% |
| 5Y | +567.7% | +269.4% | +298.3% | +197.4% |
| All | +352.9% | +695.7% | -342.7% | -5.7% |
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