+44.0%
PPL vs ONTO
+449.2%
-405.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +12.0% | -12.3% | -1.1% |
| 7D | -1.2% | +1.4% | -2.6% | -1.6% |
| 30D | +4.2% | -34.1% | +38.4% | +7.1% |
| 3M | +1.5% | -37.1% | +38.6% | +4.4% |
| 6M | +1.0% | -31.8% | +32.9% | +2.1% |
| YTD | +4.4% | +22.9% | -18.5% | -1.0% |
| 1Y | +0.8% | +39.5% | -38.8% | -5.8% |
| 3Y | +56.5% | +57.7% | -1.2% | +32.7% |
| 5Y | +47.7% | +115.8% | -68.1% | +11.0% |
| All | +44.0% | +449.2% | -405.2% | -32.5% |
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