+695.7%
ONTO vs PNR
+55.6%
+640.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.6% | +7.5% | +6.9% |
| 7D | +9.7% | -3.0% | +12.7% | +12.2% |
| 30D | -8.8% | -14.9% | +6.1% | +2.9% |
| 3M | +4.5% | -19.0% | +23.5% | +19.7% |
| 6M | +56.4% | -35.9% | +92.3% | +116.6% |
| YTD | +78.1% | -43.1% | +121.2% | +169.4% |
| 1Y | +171.3% | -46.4% | +217.7% | +332.3% |
| 3Y | +118.7% | -10.8% | +129.5% | +128.6% |
| 5Y | +269.4% | -18.9% | +288.2% | +305.6% |
| All | +695.7% | +55.6% | +640.1% | +384.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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