+52.9%
PCG vs ONON
-23.0%
+75.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.6% | +6.2% | +3.8% |
| 7D | +5.4% | -1.7% | +7.1% | +5.5% |
| 30D | -15.1% | -27.4% | +12.3% | -13.1% |
| 3M | -9.8% | -26.5% | +16.7% | -7.9% |
| 6M | -18.0% | -34.2% | +16.2% | -15.7% |
| YTD | -7.2% | -41.3% | +34.1% | -3.8% |
| 1Y | +2.9% | -39.7% | +42.5% | +6.1% |
| 3Y | -11.1% | -7.8% | -3.3% | -13.4% |
| All | +52.9% | -23.0% | +75.9% | +47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling