+459.0%
ONTO vs PTC
+189.3%
+269.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.4% | +1.6% |
| 7D | -2.4% | +1.3% | -3.7% | -3.0% |
| 30D | -32.9% | +1.1% | -34.0% | -33.3% |
| 3M | -32.2% | +30.1% | -62.4% | -44.3% |
| 6M | -30.6% | +34.0% | -64.6% | -46.4% |
| YTD | +25.1% | +12.8% | +12.3% | +7.1% |
| 1Y | +40.0% | +10.7% | +29.3% | +21.4% |
| 3Y | +45.7% | +29.6% | +16.1% | +8.8% |
| 5Y | +128.8% | +63.5% | +65.2% | +42.4% |
| All | +459.0% | +189.3% | +269.7% | +107.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling