+390.5%
ONTO vs PTC
+187.2%
+203.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.2% | +10.8% | +11.0% |
| 7D | -14.0% | -0.2% | -13.8% | -13.9% |
| 30D | -43.1% | +0.8% | -43.8% | -43.3% |
| 3M | -35.5% | +32.1% | -67.6% | -47.6% |
| 6M | -41.1% | +42.6% | -83.7% | -57.0% |
| YTD | +9.8% | +12.0% | -2.2% | -5.7% |
| 1Y | +31.5% | +12.2% | +19.4% | +12.7% |
| 3Y | +45.2% | +31.2% | +13.9% | +7.2% |
| 5Y | +86.7% | +54.9% | +31.8% | +20.6% |
| All | +390.5% | +187.2% | +203.3% | +83.0% |
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