+39.4%
PPL vs ONTO
+243.6%
-204.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.2% | -6.2% | -0.1% |
| 7D | +2.7% | -1.0% | +3.7% | +2.7% |
| 30D | +0.5% | -2.9% | +3.4% | +0.5% |
| 3M | +0.7% | -2.5% | +3.1% | +0.4% |
| 6M | -7.6% | +28.2% | -35.8% | -8.4% |
| YTD | +1.8% | +69.8% | -68.0% | +0.4% |
| 1Y | -0.8% | +162.9% | -163.6% | -3.2% |
| 3Y | +56.9% | +95.9% | -39.1% | +48.9% |
| All | +39.4% | +243.6% | -204.2% | +22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling