+456.7%
PWR vs ONTO
+258.3%
+198.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.9% | -2.5% | +0.7% |
| 7D | +4.5% | +9.7% | -5.1% | +1.3% |
| 30D | -4.9% | -8.8% | +3.9% | -2.5% |
| 3M | -7.9% | +4.5% | -12.4% | -11.2% |
| 6M | +18.3% | +56.4% | -38.1% | -0.4% |
| YTD | +51.5% | +78.1% | -26.6% | +22.0% |
| 1Y | +70.3% | +171.3% | -100.9% | +19.6% |
| 3Y | +210.6% | +118.7% | +91.9% | +116.4% |
| 5Y | +456.7% | +269.4% | +187.3% | +201.2% |
| All | +456.7% | +258.3% | +198.4% | +201.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling