+115.8%
ONTO vs PTC
+55.4%
+60.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.4% | +11.6% | +11.8% |
| 7D | +1.4% | +0.8% | +0.6% | +1.1% |
| 30D | -34.1% | +0.7% | -34.8% | -34.3% |
| 3M | -37.1% | +32.6% | -69.7% | -46.3% |
| 6M | -31.8% | +33.6% | -65.4% | -43.6% |
| YTD | +22.9% | +12.4% | +10.5% | +13.3% |
| 1Y | +39.5% | +11.2% | +28.3% | +29.5% |
| 3Y | +57.7% | +31.7% | +26.0% | +20.6% |
| 5Y | +115.8% | +60.1% | +55.8% | +40.1% |
| All | +115.8% | +55.4% | +60.4% | +40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling