+35.7%
PCG vs ONON
-1.9%
+37.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.2% | -10.1% | +7.9% | -1.4% |
| 30D | -0.5% | -1.8% | +1.4% | -0.4% |
| 3M | -24.0% | +12.3% | -36.3% | -24.8% |
| 6M | -18.6% | +2.0% | -20.6% | -19.3% |
| YTD | -17.7% | -25.3% | +7.7% | -16.4% |
| 1Y | -20.0% | -1.3% | -18.7% | -20.9% |
| 3Y | -20.2% | +29.0% | -49.3% | -24.5% |
| 5Y | +8.4% | -6.2% | +14.6% | +2.3% |
| All | +35.7% | -1.9% | +37.7% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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