+26.8%
PL vs ONTO
+145.7%
-118.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +11.1% | -0.7% | +5.6% |
| 7D | -6.8% | -14.0% | +7.2% | -0.6% |
| 30D | -29.3% | -43.1% | +13.8% | -10.2% |
| 3M | -44.8% | -35.5% | -9.3% | -34.7% |
| 6M | -68.4% | -41.1% | -27.3% | -61.6% |
| YTD | -36.4% | +9.8% | -46.1% | -41.4% |
| 1Y | +0.7% | +31.5% | -30.8% | -14.5% |
| 3Y | +455.3% | +45.2% | +410.1% | +304.5% |
| 5Y | +22.7% | +86.7% | -64.0% | -25.4% |
| All | +26.8% | +145.7% | -118.9% | -22.8% |
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