+238.0%
ONTO vs PTEN
+90.4%
+147.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.4% |
| 7D | -1.0% | +0.7% | -1.7% | -1.3% |
| 30D | -2.9% | +31.2% | -34.1% | -9.7% |
| 3M | -2.5% | +2.0% | -4.5% | -3.9% |
| 6M | +28.2% | +42.4% | -14.2% | +13.4% |
| YTD | +69.8% | +109.2% | -39.4% | +34.4% |
| 1Y | +162.9% | +122.3% | +40.6% | +103.5% |
| 3Y | +95.9% | -5.6% | +101.5% | +76.3% |
| All | +238.0% | +90.4% | +147.6% | +156.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling