+1,406.5%
PWR vs ONTO
+658.6%
+747.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.2% | -5.5% | -1.4% |
| 7D | +3.6% | -1.0% | +4.6% | +3.8% |
| 30D | -8.6% | -2.9% | -5.7% | -8.6% |
| 3M | -13.2% | -2.5% | -10.7% | -14.5% |
| 6M | +9.9% | +28.2% | -18.3% | -2.3% |
| YTD | +48.0% | +69.8% | -21.7% | +19.5% |
| 1Y | +66.2% | +162.9% | -96.7% | +15.0% |
| 3Y | +195.1% | +95.9% | +99.2% | +105.8% |
| 5Y | +442.6% | +244.5% | +198.1% | +187.0% |
| All | +1,406.5% | +658.6% | +747.9% | +398.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling