+37.5%
ONTO vs CDW
+16.9%
+20.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.8% | +7.1% | +11.8% |
| 7D | +1.4% | +9.3% | -7.9% | +1.8% |
| 30D | -34.1% | +15.8% | -49.9% | -33.8% |
| 3M | -37.1% | +21.8% | -58.8% | -36.9% |
| 6M | -31.8% | +58.8% | -90.6% | -33.7% |
| YTD | +22.9% | +22.8% | +0.1% | +29.1% |
| All | +37.5% | +16.9% | +20.6% | +50.0% |
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