+579.8%
PR vs ONTO
+459.0%
+120.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.5% |
| 7D | -9.5% | -2.4% | -7.1% | -9.4% |
| 30D | -5.7% | -32.9% | +27.3% | +2.9% |
| 3M | +3.0% | -32.2% | +35.2% | +10.4% |
| 6M | +11.8% | -30.6% | +42.4% | +14.1% |
| YTD | +58.5% | +25.1% | +33.4% | +30.5% |
| 1Y | +69.9% | +40.0% | +29.9% | +34.0% |
| 3Y | +84.9% | +45.7% | +39.2% | +24.2% |
| 5Y | +246.4% | +128.8% | +117.7% | +75.4% |
| All | +579.8% | +459.0% | +120.8% | +226.6% |
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