+8.1%
PCG vs ONTO
+136.3%
-128.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -0.8% |
| 7D | -2.0% | +34.4% | -36.4% | -4.1% |
| 30D | -2.7% | -20.4% | +17.7% | -1.4% |
| 3M | -25.1% | -37.8% | +12.8% | -23.0% |
| 6M | -22.3% | -24.6% | +2.3% | -22.0% |
| YTD | -18.5% | +32.8% | -51.3% | -22.5% |
| 1Y | -21.8% | +54.7% | -76.5% | -26.7% |
| 3Y | -21.0% | +54.7% | -75.7% | -30.7% |
| 5Y | +8.1% | +134.0% | -125.9% | -17.6% |
| All | +8.1% | +136.3% | -128.2% | -17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling