+493.5%
ONTO vs PTC
+188.9%
+304.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +34.4% | +0.8% | +33.6% | +33.9% |
| 30D | -20.4% | +1.2% | -21.6% | -20.9% |
| 3M | -37.8% | +32.6% | -70.5% | -49.5% |
| 6M | -24.6% | +36.1% | -60.6% | -42.4% |
| YTD | +32.8% | +12.7% | +20.2% | +13.7% |
| 1Y | +54.7% | +10.2% | +44.6% | +34.6% |
| 3Y | +54.7% | +29.4% | +25.2% | +15.5% |
| 5Y | +134.0% | +61.1% | +72.9% | +47.2% |
| All | +493.5% | +188.9% | +304.6% | +120.7% |
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