-1.3%
IWF vs ONTO
+46.1%
-47.4%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -8.7% | +9.1% | +1.7% |
| 7D | -4.2% | -17.4% | +13.2% | -1.5% |
| 30D | -8.1% | -43.2% | +35.1% | -0.6% |
| 3M | -5.1% | -35.7% | +30.7% | +0.2% |
| 6M | -1.4% | -38.3% | +36.9% | +3.2% |
| YTD | -0.1% | +17.1% | -17.2% | -8.0% |
| 1Y | -1.3% | +43.1% | -44.4% | -13.4% |
| All | -1.3% | +46.1% | -47.4% | -13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling