+54.5%
ONTO vs PTEN
-0.1%
+54.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.4% | -4.9% | -3.3% |
| 7D | +34.4% | +7.2% | +27.2% | +31.5% |
| 30D | -20.4% | -7.4% | -13.1% | -18.5% |
| 3M | -37.8% | -2.4% | -35.4% | -37.7% |
| 6M | -24.6% | -10.0% | -14.5% | -23.4% |
| YTD | +32.8% | +79.7% | -46.9% | -0.5% |
| 1Y | +54.7% | +86.5% | -31.8% | +13.9% |
| All | +54.5% | -0.1% | +54.5% | +33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling