+195.9%
IWF vs ONTO
+493.5%
-297.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | +0.3% |
| 7D | +5.3% | +34.4% | -29.1% | -2.6% |
| 30D | -8.6% | -20.4% | +11.8% | -4.2% |
| 3M | -6.5% | -37.8% | +31.3% | +3.3% |
| 6M | -5.6% | -24.6% | +18.9% | -3.8% |
| YTD | -1.5% | +32.8% | -34.4% | -15.7% |
| 1Y | -2.8% | +54.7% | -57.6% | -20.5% |
| 3Y | +67.1% | +54.7% | +12.5% | +22.2% |
| 5Y | +57.6% | +134.0% | -76.4% | -5.7% |
| All | +195.9% | +493.5% | -297.6% | +14.7% |
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