+252.2%
PCG vs ONTO
+508.7%
-256.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +8.9% | -9.9% | -2.3% |
| 7D | -2.2% | +16.4% | -18.6% | -4.8% |
| 30D | -0.5% | -21.4% | +21.0% | +2.4% |
| 3M | -24.0% | -32.7% | +8.8% | -20.4% |
| 6M | -18.6% | -25.2% | +6.6% | -18.0% |
| YTD | -17.7% | +36.2% | -53.9% | -26.4% |
| 1Y | -20.0% | +61.2% | -81.2% | -30.9% |
| 3Y | -20.2% | +58.7% | -78.9% | -38.6% |
| 5Y | +8.4% | +143.6% | -135.3% | -32.8% |
| All | +252.2% | +508.7% | -256.5% | +15.3% |
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