+89.1%
PDD vs ONTO
+449.2%
-360.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +12.0% | -15.0% | -6.2% |
| 7D | -1.4% | +1.4% | -2.8% | -3.1% |
| 30D | -1.0% | -34.1% | +33.1% | +8.8% |
| 3M | -12.3% | -37.1% | +24.8% | -3.9% |
| 6M | -18.5% | -31.8% | +13.3% | -16.9% |
| YTD | -29.0% | +22.9% | -51.9% | -42.2% |
| 1Y | -40.7% | +39.5% | -80.2% | -54.0% |
| 3Y | -25.7% | +57.7% | -83.4% | -55.3% |
| 5Y | -3.3% | +115.8% | -119.1% | -52.4% |
| All | +89.1% | +449.2% | -360.2% | -33.8% |
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