+35.6%
PFE vs ONTO
+46.1%
-10.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -8.7% | +11.3% | +2.2% |
| 7D | +4.6% | -17.4% | +21.9% | +3.8% |
| 30D | +12.3% | -43.2% | +55.5% | +10.5% |
| 3M | +21.2% | -35.7% | +56.9% | +19.5% |
| 6M | +21.1% | -38.3% | +59.4% | +19.2% |
| YTD | +30.0% | +17.1% | +13.0% | +26.6% |
| 1Y | +35.6% | +43.1% | -7.6% | +34.3% |
| All | +35.6% | +46.1% | -10.5% | +34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling