+91.5%
ONTO vs PNR
-2.8%
+94.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.4% | +13.4% | +12.8% |
| 7D | -14.0% | +2.8% | -16.8% | -16.3% |
| 30D | -43.1% | +31.2% | -74.2% | -54.4% |
| 3M | -35.5% | -2.1% | -33.4% | -35.6% |
| 6M | -41.1% | -14.0% | -27.1% | -36.0% |
| YTD | +9.8% | -33.6% | +43.4% | +46.7% |
| 1Y | +31.5% | -35.2% | +66.7% | +79.5% |
| 3Y | +45.2% | +15.8% | +29.3% | +21.2% |
| All | +91.5% | -2.8% | +94.3% | +62.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling