+390.5%
ONTO vs CDW
+36.4%
+354.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.9% | +12.0% | +11.7% |
| 7D | -14.0% | +2.1% | -16.1% | -16.2% |
| 30D | -43.1% | +14.7% | -57.8% | -49.3% |
| 3M | -35.5% | +11.1% | -46.6% | -42.7% |
| 6M | -41.1% | +45.6% | -86.7% | -60.0% |
| YTD | +9.8% | +17.1% | -7.3% | -15.5% |
| 1Y | +31.5% | +13.2% | +18.4% | +4.3% |
| 3Y | +45.2% | -22.2% | +67.4% | +60.0% |
| 5Y | +86.7% | -10.1% | +96.8% | +80.9% |
| All | +390.5% | +36.4% | +354.1% | +211.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling