-16.0%
PCG vs ONTO
+46.1%
-62.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -8.7% | +9.5% | +1.0% |
| 7D | +1.9% | -17.4% | +19.3% | +2.4% |
| 30D | +8.5% | -43.2% | +51.7% | +9.9% |
| 3M | -22.9% | -35.7% | +12.8% | -22.3% |
| 6M | -16.8% | -38.3% | +21.5% | -16.5% |
| YTD | -15.8% | +17.1% | -32.9% | -15.2% |
| 1Y | -16.0% | +43.1% | -59.1% | -14.5% |
| All | -16.0% | +46.1% | -62.1% | -14.5% |
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