+53.8%
PSA vs ONTO
+60.0%
-6.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.9% | -8.9% | -0.1% |
| 7D | -2.1% | +16.4% | -18.4% | -2.1% |
| 30D | +16.2% | -21.4% | +37.7% | +16.5% |
| 3M | +4.3% | -32.7% | +37.1% | +4.7% |
| 6M | +9.9% | -25.2% | +35.1% | +9.8% |
| YTD | +33.3% | +36.2% | -3.0% | +31.0% |
| 1Y | +25.8% | +61.2% | -35.3% | +23.3% |
| All | +53.8% | +60.0% | -6.2% | +42.9% |
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