+110.0%
PNC vs ONTO
+661.2%
-551.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +1.7% |
| 7D | -0.9% | +6.5% | -7.4% | -2.3% |
| 30D | -4.4% | -15.9% | +11.5% | -1.3% |
| 3M | +5.3% | -0.2% | +5.4% | +1.8% |
| 6M | +19.6% | +38.7% | -19.2% | +5.5% |
| YTD | +19.1% | +70.4% | -51.2% | -0.8% |
| 1Y | +24.3% | +153.6% | -129.3% | -7.5% |
| 3Y | +132.2% | +109.2% | +23.0% | +58.6% |
| 5Y | +52.3% | +249.7% | -197.4% | -20.4% |
| All | +110.0% | +661.2% | -551.2% | -34.4% |
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 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