+134.1%
PSX vs ONTO
+118.2%
+15.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.9% | -3.3% | +1.2% |
| 7D | +2.8% | +9.7% | -6.8% | +2.1% |
| 30D | +27.8% | -8.8% | +36.6% | +28.4% |
| 3M | +42.0% | +4.5% | +37.5% | +39.3% |
| 6M | +58.1% | +56.4% | +1.7% | +46.9% |
| YTD | +105.0% | +78.1% | +26.9% | +86.2% |
| 1Y | +104.9% | +171.3% | -66.4% | +74.5% |
| 3Y | +134.1% | +118.7% | +15.4% | +88.9% |
| All | +134.1% | +118.2% | +15.8% | +88.9% |
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