+57.9%
PPL vs ONTO
+51.5%
+6.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.9% | +4.2% | +1.2% |
| 7D | -0.4% | +17.5% | -17.9% | 0.0% |
| 30D | +2.6% | -15.7% | +18.3% | +2.5% |
| 3M | +0.8% | -39.7% | +40.5% | 0.0% |
| 6M | +1.4% | -26.5% | +27.9% | +1.2% |
| YTD | +4.3% | +29.0% | -24.7% | +5.7% |
| 1Y | +0.8% | +57.0% | -56.2% | +2.7% |
| 3Y | +57.9% | +50.0% | +7.9% | +64.8% |
| All | +57.9% | +51.5% | +6.4% | +64.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling