+449.2%
ONTO vs CDW
+43.0%
+406.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.8% | +7.1% | +8.7% |
| 7D | +1.4% | +9.3% | -7.9% | -5.5% |
| 30D | -34.1% | +15.8% | -49.9% | -41.4% |
| 3M | -37.1% | +21.8% | -58.8% | -47.2% |
| 6M | -31.8% | +58.8% | -90.6% | -56.3% |
| YTD | +22.9% | +22.8% | +0.1% | -8.2% |
| 1Y | +39.5% | +17.9% | +21.6% | +8.0% |
| 3Y | +57.7% | -17.4% | +75.1% | +66.9% |
| 5Y | +115.8% | -5.7% | +121.5% | +102.9% |
| All | +449.2% | +43.0% | +406.2% | +238.3% |
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