Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • PAAS vs ONTO✓SelectedUSD · ONTOPAAS vs ONTO performance historyLatest closeAs of-2.40%09/04
Stock and ETF performance explorer

PAAS vs ONTO

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+253.5%
ONTO return
+658.6%
Excess return
-405.0%
Maximum drawdown
-66.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioONTOExcessAlpha
1D-2.4%+6.2%-8.6%-3.8%
7D-2.9%-1.0%-1.9%-2.7%
30D+6.8%-2.9%+9.7%+6.8%
3M-2.9%-2.5%-0.4%-4.8%
6M-16.4%+28.2%-44.6%-23.8%
YTD0.0%+69.8%-69.8%-14.7%
1Y+54.3%+162.9%-108.6%+18.5%
3Y+230.7%+95.9%+134.7%+148.6%
5Y+111.6%+244.5%-132.8%+23.9%
All+253.5%+658.6%-405.0%+25.8%

Cumulative growth

Daily Returns

Daily percentage return beside ONTO.

Daily Out/Under-Performance

Portfolio return minus ONTO return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ONTO 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 ONTO 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