+43.1%
ONTO vs CDW
+13.2%
+30.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +12.7% | -21.4% | -8.5% |
| 7D | -17.4% | +3.7% | -21.1% | -16.9% |
| 30D | -43.2% | +26.0% | -69.2% | -43.2% |
| 3M | -35.7% | +10.1% | -45.8% | -35.2% |
| 6M | -38.3% | +26.1% | -64.4% | -37.3% |
| YTD | +17.1% | +25.9% | -8.8% | +22.5% |
| 1Y | +43.1% | +21.5% | +21.6% | +54.4% |
| All | +43.1% | +13.2% | +30.0% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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