+31.8%
PCAR vs ONTO
+45.4%
-13.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +11.1% | -13.5% | -3.8% |
| 7D | +0.1% | -14.0% | +14.1% | +1.6% |
| 30D | -4.6% | -43.1% | +38.5% | +2.2% |
| 3M | -22.6% | -35.5% | +12.9% | -19.2% |
| 6M | -12.0% | -41.1% | +29.1% | -8.3% |
| YTD | -6.1% | +9.8% | -15.9% | -12.0% |
| 1Y | +6.3% | +31.5% | -25.2% | -3.3% |
| 3Y | +31.8% | +45.2% | -13.4% | +8.4% |
| All | +31.8% | +45.4% | -13.6% | +8.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling