+162.9%
ONTO vs PTC
-33.3%
+196.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -6.0% | +12.2% | +3.9% |
| 7D | -1.0% | -10.3% | +9.2% | -4.7% |
| 30D | -2.9% | +1.1% | -4.0% | -2.0% |
| 3M | -2.5% | +1.6% | -4.1% | +4.7% |
| 6M | +28.2% | -13.5% | +41.7% | +44.7% |
| YTD | +69.8% | -19.1% | +88.8% | +101.4% |
| 1Y | +162.9% | -33.9% | +196.8% | +277.3% |
| All | +162.9% | -33.3% | +196.1% | +277.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling