+50.0%
ONTO vs PNR
+15.8%
+34.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.0% |
| 7D | +17.5% | +0.3% | +17.2% | +17.5% |
| 30D | -15.7% | +31.7% | -47.4% | -30.9% |
| 3M | -39.7% | +2.6% | -42.4% | -41.2% |
| 6M | -26.5% | -6.4% | -20.1% | -24.8% |
| YTD | +29.0% | -33.4% | +62.4% | +74.4% |
| 1Y | +57.0% | -35.1% | +92.0% | +117.0% |
| 3Y | +50.0% | +17.1% | +32.9% | +44.5% |
| All | +50.0% | +15.8% | +34.2% | +44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling