+448.7%
PH vs ONTO
+688.0%
-239.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.4% |
| 7D | 0.0% | +9.4% | -9.4% | -2.9% |
| 30D | -10.3% | -4.4% | -5.8% | -9.8% |
| 3M | +5.1% | +1.6% | +3.5% | +0.1% |
| 6M | +2.3% | +45.3% | -43.0% | -15.2% |
| YTD | +8.7% | +76.4% | -67.7% | -16.5% |
| 1Y | +26.8% | +167.2% | -140.4% | -17.2% |
| 3Y | +139.2% | +116.6% | +22.6% | +46.0% |
| 5Y | +251.1% | +263.7% | -12.6% | +54.9% |
| All | +448.7% | +688.0% | -239.3% | +31.3% |
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 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