+1,367.0%
PWR vs ONTO
+508.7%
+858.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +8.9% | -4.6% | +1.1% |
| 7D | +4.7% | +16.4% | -11.6% | -0.8% |
| 30D | -12.5% | -21.4% | +8.9% | -5.1% |
| 3M | -9.3% | -32.7% | +23.4% | +2.9% |
| 6M | -22.2% | -25.2% | +3.0% | -16.8% |
| YTD | +44.2% | +36.2% | +7.9% | +24.7% |
| 1Y | +35.5% | +61.2% | -25.6% | +10.8% |
| 3Y | +250.4% | +58.7% | +191.8% | +162.4% |
| 5Y | +425.6% | +143.6% | +282.0% | +214.1% |
| All | +1,367.0% | +508.7% | +858.3% | +420.8% |
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