+390.5%
ONTO vs PTEN
+28.9%
+361.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.3% | +11.4% | +11.2% |
| 7D | -14.0% | -25.5% | +11.5% | -7.6% |
| 30D | -43.1% | -11.7% | -31.4% | -41.3% |
| 3M | -35.5% | -0.5% | -35.0% | -35.9% |
| 6M | -41.1% | -12.9% | -28.2% | -40.0% |
| YTD | +9.8% | +67.1% | -57.3% | -6.9% |
| 1Y | +31.5% | +70.5% | -39.0% | +10.7% |
| 3Y | +45.2% | -10.4% | +55.6% | +37.8% |
| 5Y | +86.7% | +23.7% | +63.1% | +53.8% |
| All | +390.5% | +28.9% | +361.6% | +192.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling