+1,362.8%
PWR vs ONTO
+493.5%
+869.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | +0.6% |
| 7D | +19.1% | +34.4% | -15.3% | +7.1% |
| 30D | -12.0% | -20.4% | +8.4% | -4.9% |
| 3M | -10.6% | -37.8% | +27.3% | +4.3% |
| 6M | -20.8% | -24.6% | +3.7% | -15.5% |
| YTD | +43.7% | +32.8% | +10.9% | +25.5% |
| 1Y | +35.0% | +54.7% | -19.7% | +11.9% |
| 3Y | +249.4% | +54.7% | +194.7% | +164.0% |
| 5Y | +422.1% | +134.0% | +288.1% | +216.6% |
| All | +1,362.8% | +493.5% | +869.3% | +423.9% |
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 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