+112.2%
PNC vs ONTO
+658.6%
-546.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.2% | -6.0% | -1.1% |
| 7D | +1.4% | -1.0% | +2.4% | +1.6% |
| 30D | -3.8% | -2.9% | -0.9% | -4.0% |
| 3M | +9.0% | -2.5% | +11.5% | +5.9% |
| 6M | +16.6% | +28.2% | -11.6% | +4.8% |
| YTD | +20.4% | +69.8% | -49.3% | +0.4% |
| 1Y | +22.3% | +162.9% | -140.5% | -9.8% |
| 3Y | +124.5% | +95.9% | +28.6% | +56.8% |
| 5Y | +54.1% | +244.5% | -190.4% | -19.0% |
| All | +112.2% | +658.6% | -546.3% | -33.6% |
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 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