+341.5%
ONTO vs PTC
+186.5%
+155.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.3% | -15.3% | -15.4% |
| 7D | -29.7% | -0.1% | -29.6% | -29.7% |
| 30D | -50.3% | +0.8% | -51.1% | -50.5% |
| 3M | -43.5% | +39.6% | -83.1% | -55.8% |
| 6M | -48.9% | +41.5% | -90.3% | -62.5% |
| YTD | -1.2% | +11.7% | -12.9% | -15.0% |
| 1Y | +14.9% | +2.4% | +12.5% | +5.3% |
| 3Y | +31.2% | +31.9% | -0.7% | -3.5% |
| 5Y | +68.1% | +54.5% | +13.6% | +8.7% |
| All | +341.5% | +186.5% | +155.1% | +64.9% |
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