+449.2%
ONTO vs PTEN
+28.1%
+421.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.6% | +12.6% | +12.1% |
| 7D | +1.4% | -16.4% | +17.8% | +6.1% |
| 30D | -34.1% | -12.8% | -21.3% | -31.9% |
| 3M | -37.1% | +0.7% | -37.8% | -37.6% |
| 6M | -31.8% | -12.2% | -19.6% | -30.7% |
| YTD | +22.9% | +66.1% | -43.2% | +4.4% |
| 1Y | +39.5% | +69.2% | -29.7% | +17.7% |
| 3Y | +57.7% | -8.2% | +65.9% | +48.9% |
| 5Y | +115.8% | +19.2% | +96.6% | +79.3% |
| All | +449.2% | +28.1% | +421.1% | +227.7% |
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