+253.3%
PCG vs ONTO
+449.2%
-195.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +12.0% | -10.7% | -0.5% |
| 7D | -1.1% | +1.4% | -2.4% | -1.7% |
| 30D | +0.1% | -34.1% | +34.2% | +5.7% |
| 3M | -24.4% | -37.1% | +12.6% | -20.1% |
| 6M | -17.7% | -31.8% | +14.2% | -15.9% |
| YTD | -17.4% | +22.9% | -40.3% | -25.0% |
| 1Y | -19.4% | +39.5% | -58.9% | -28.7% |
| 3Y | -18.6% | +57.7% | -76.3% | -38.1% |
| 5Y | +10.2% | +115.8% | -105.6% | -30.1% |
| All | +253.3% | +449.2% | -195.9% | +17.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling