+238.0%
ONTO vs PTC
+6.0%
+232.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -6.0% | +12.2% | +9.3% |
| 7D | -1.0% | -10.3% | +9.2% | +4.5% |
| 30D | -2.9% | +1.1% | -4.0% | -4.8% |
| 3M | -2.5% | +1.6% | -4.1% | -7.4% |
| 6M | +28.2% | -13.5% | +41.7% | +34.7% |
| YTD | +69.8% | -19.1% | +88.8% | +85.6% |
| 1Y | +162.9% | -33.9% | +196.8% | +238.2% |
| 3Y | +95.9% | -3.9% | +99.8% | +77.3% |
| All | +238.0% | +6.0% | +232.0% | +166.2% |
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