+39.5%
PL vs ONTO
+188.7%
-149.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.2% | +0.6% |
| 7D | +10.0% | +17.5% | -7.5% | +2.5% |
| 30D | -2.3% | -15.7% | +13.4% | +4.7% |
| 3M | -44.2% | -39.7% | -4.5% | -31.9% |
| 6M | -66.1% | -26.5% | -39.6% | -62.8% |
| YTD | -30.0% | +29.0% | -59.0% | -40.0% |
| 1Y | +21.0% | +57.0% | -35.9% | -5.1% |
| 3Y | +516.5% | +50.0% | +466.5% | +343.0% |
| 5Y | +32.0% | +127.3% | -95.2% | -25.2% |
| All | +39.5% | +188.7% | -149.2% | -20.9% |
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