+24.5%
PSA vs ONTO
+118.2%
-93.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.9% | -5.0% | -0.2% |
| 7D | -0.4% | +9.7% | -10.1% | -0.6% |
| 30D | -8.2% | -8.8% | +0.7% | -8.1% |
| 3M | -2.1% | +4.5% | -6.7% | -2.7% |
| 6M | -0.2% | +56.4% | -56.6% | -2.2% |
| YTD | +18.5% | +78.1% | -59.6% | +15.7% |
| 1Y | +6.6% | +171.3% | -164.7% | +2.9% |
| 3Y | +24.5% | +118.7% | -94.2% | +10.5% |
| All | +24.5% | +118.2% | -93.8% | +10.5% |
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