+162.9%
PCAR vs ONTO
+449.2%
-286.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +12.0% | -8.3% | +1.5% |
| 7D | +2.9% | +1.4% | +1.5% | +2.0% |
| 30D | -2.1% | -34.1% | +32.0% | +4.5% |
| 3M | -20.4% | -37.1% | +16.7% | -14.9% |
| 6M | -7.0% | -31.8% | +24.9% | -4.3% |
| YTD | -2.6% | +22.9% | -25.6% | -12.4% |
| 1Y | +9.8% | +39.5% | -29.7% | -4.0% |
| 3Y | +37.3% | +57.7% | -20.4% | +6.7% |
| 5Y | +116.4% | +115.8% | +0.6% | +46.2% |
| All | +162.9% | +449.2% | -286.3% | +20.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling