+658.6%
ONTO vs PNR
+59.8%
+598.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.3% | +5.8% | +5.9% |
| 7D | -1.0% | -2.4% | +1.3% | +0.8% |
| 30D | -2.9% | -12.8% | +9.9% | +7.4% |
| 3M | -2.5% | -17.0% | +14.5% | +9.7% |
| 6M | +28.2% | -37.4% | +65.6% | +82.0% |
| YTD | +69.8% | -41.6% | +111.4% | +151.9% |
| 1Y | +162.9% | -44.6% | +207.5% | +309.0% |
| 3Y | +95.9% | -12.1% | +108.1% | +107.8% |
| 5Y | +244.5% | -17.4% | +261.9% | +273.4% |
| All | +658.6% | +59.8% | +598.8% | +353.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling