+695.7%
ONTO vs PTEN
+64.5%
+631.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.9% | +3.0% | +4.4% |
| 7D | +9.7% | -1.0% | +10.7% | +9.9% |
| 30D | -8.8% | +29.3% | -38.1% | -14.7% |
| 3M | +4.5% | +7.2% | -2.7% | +1.5% |
| 6M | +56.4% | +43.5% | +12.9% | +39.2% |
| YTD | +78.1% | +113.2% | -35.2% | +42.7% |
| 1Y | +171.3% | +135.1% | +36.2% | +111.3% |
| 3Y | +118.7% | -4.8% | +123.5% | +103.5% |
| 5Y | +269.4% | +94.6% | +174.8% | +171.8% |
| All | +695.7% | +64.5% | +631.2% | +347.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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