+457.8%
PH vs ONTO
+459.0%
-1.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.4% |
| 7D | +2.1% | -2.4% | +4.5% | +2.2% |
| 30D | +0.3% | -32.9% | +33.2% | +11.8% |
| 3M | -8.8% | -32.2% | +23.4% | 0.0% |
| 6M | +10.0% | -30.6% | +40.7% | +15.1% |
| YTD | +10.5% | +25.1% | -14.6% | -7.5% |
| 1Y | +15.5% | +40.0% | -24.5% | -7.4% |
| 3Y | +136.4% | +45.7% | +90.6% | +61.8% |
| 5Y | +213.6% | +128.8% | +84.8% | +61.2% |
| All | +457.8% | +459.0% | -1.2% | +45.6% |
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