+248.7%
PCG vs ONTO
+390.5%
-141.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +11.1% | -13.0% | -3.6% |
| 7D | -1.6% | -14.0% | +12.4% | +0.2% |
| 30D | +1.4% | -43.1% | +44.5% | +9.6% |
| 3M | -23.4% | -35.5% | +12.1% | -19.4% |
| 6M | -19.4% | -41.1% | +21.7% | -15.7% |
| YTD | -18.5% | +9.8% | -28.3% | -24.6% |
| 1Y | -19.5% | +31.5% | -51.1% | -28.3% |
| 3Y | -21.0% | +45.2% | -66.1% | -39.4% |
| 5Y | +13.7% | +86.7% | -73.0% | -25.7% |
| All | +248.7% | +390.5% | -141.8% | +18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling