+37.5%
ONTO vs PTC
+10.5%
+27.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.4% | +11.6% | +12.1% |
| 7D | +1.4% | +0.8% | +0.6% | +1.6% |
| 30D | -34.1% | +0.7% | -34.8% | -34.0% |
| 3M | -37.1% | +32.6% | -69.7% | -31.2% |
| 6M | -31.8% | +33.6% | -65.4% | -18.2% |
| YTD | +22.9% | +12.4% | +10.5% | +55.5% |
| All | +37.5% | +10.5% | +27.0% | +75.6% |
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