+20.3%
PFE vs ONTO
+168.3%
-148.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +0.9% | 0.0% |
| 7D | -4.3% | +9.4% | -13.6% | -4.2% |
| 30D | +2.7% | -4.4% | +7.1% | +2.6% |
| 3M | +10.0% | +1.6% | +8.4% | +9.2% |
| 6M | +7.2% | +45.3% | -38.1% | +4.9% |
| YTD | +17.3% | +76.4% | -59.0% | +13.1% |
| 1Y | +20.3% | +167.2% | -146.8% | +11.3% |
| All | +20.3% | +168.3% | -148.0% | +11.3% |
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