+1,469.7%
PWR vs ONTO
+696.1%
+773.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.6% | +0.6% | +3.6% |
| 7D | +4.2% | +4.9% | -0.8% | +2.5% |
| 30D | -4.0% | -16.6% | +12.6% | +1.8% |
| 3M | -4.8% | -7.3% | +2.6% | -4.4% |
| 6M | +14.6% | +45.9% | -31.3% | -2.3% |
| YTD | +54.2% | +78.2% | -23.9% | +22.5% |
| 1Y | +67.1% | +159.8% | -92.7% | +16.1% |
| 3Y | +218.5% | +123.4% | +95.0% | +112.3% |
| 5Y | +466.3% | +265.8% | +200.5% | +193.5% |
| All | +1,469.7% | +696.1% | +773.6% | +411.3% |
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