+193.1%
PSX vs ONTO
+688.0%
-494.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.8% |
| 7D | +1.8% | +9.4% | -7.5% | +0.1% |
| 30D | +21.6% | -4.4% | +26.1% | +22.1% |
| 3M | +46.5% | +1.6% | +44.9% | +41.5% |
| 6M | +62.0% | +45.3% | +16.7% | +42.7% |
| YTD | +106.3% | +76.4% | +30.0% | +72.2% |
| 1Y | +103.0% | +167.2% | -64.2% | +51.6% |
| 3Y | +135.5% | +116.6% | +19.0% | +64.0% |
| 5Y | +368.5% | +263.7% | +104.8% | +147.3% |
| All | +193.1% | +688.0% | -494.9% | -6.5% |
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 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