+50.4%
PNC vs ONTO
+268.0%
-217.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.8% |
| 7D | -0.7% | +9.4% | -10.1% | -2.0% |
| 30D | -4.4% | -4.4% | 0.0% | -4.1% |
| 3M | +4.5% | +1.6% | +2.9% | +2.0% |
| 6M | +19.1% | +45.3% | -26.2% | +8.5% |
| YTD | +18.0% | +76.4% | -58.3% | +3.5% |
| 1Y | +24.1% | +167.2% | -143.1% | +0.4% |
| 3Y | +130.0% | +116.6% | +13.5% | +74.8% |
| 5Y | +50.4% | +263.7% | -213.3% | -3.6% |
| All | +50.4% | +268.0% | -217.6% | -3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling