+87.0%
PR vs ONTO
+46.1%
+40.9%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -8.7% | +2.1% | -6.9% |
| 7D | -12.1% | -17.4% | +5.3% | -12.8% |
| 30D | +0.9% | -43.2% | +44.1% | -1.8% |
| 3M | +10.1% | -35.7% | +45.9% | +8.3% |
| 6M | +1.1% | -38.3% | +39.4% | -0.2% |
| YTD | +63.7% | +17.1% | +46.6% | +69.8% |
| 1Y | +87.0% | +43.1% | +43.9% | +100.0% |
| All | +87.0% | +46.1% | +40.9% | +100.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling