+236.1%
PWR vs ONTO
+64.6%
+171.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -2.1% |
| 7D | -11.2% | -2.4% | -8.8% | -10.4% |
| 30D | -17.4% | -32.9% | +15.5% | -5.6% |
| 3M | -11.7% | -32.2% | +20.5% | -0.3% |
| 6M | -21.7% | -30.6% | +8.9% | -14.1% |
| YTD | +38.3% | +25.1% | +13.2% | +24.9% |
| 1Y | +29.6% | +40.0% | -10.4% | +12.9% |
| 3Y | +236.1% | +45.7% | +190.4% | +175.7% |
| All | +236.1% | +64.6% | +171.6% | +175.7% |
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