+26.0%
PFE vs ONTO
+33.8%
-7.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +12.0% | -12.5% | -0.1% |
| 7D | -4.7% | +1.4% | -6.1% | -4.5% |
| 30D | +3.4% | -34.1% | +37.5% | +2.2% |
| 3M | +9.2% | -37.1% | +46.3% | +8.0% |
| 6M | +15.8% | -31.8% | +47.7% | +14.1% |
| YTD | +23.4% | +22.9% | +0.5% | +20.5% |
| All | +26.0% | +33.8% | -7.7% | +25.0% |
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