-5.1%
PCG vs ONTO
+162.8%
-167.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.2% | -3.7% | +2.3% |
| 7D | -13.9% | -1.0% | -12.8% | -13.8% |
| 30D | -16.9% | -2.9% | -14.0% | -16.9% |
| 3M | -14.7% | -2.5% | -12.3% | -15.3% |
| 6M | -23.8% | +28.2% | -52.0% | -25.1% |
| YTD | -10.5% | +69.8% | -80.3% | -12.6% |
| 1Y | -5.1% | +162.9% | -168.0% | -7.6% |
| All | -5.1% | +162.8% | -167.9% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling