+30.7%
ONTO vs CDW
-21.1%
+51.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -6.1% | -9.5% | -13.0% |
| 7D | -29.7% | -4.1% | -25.6% | -28.4% |
| 30D | -50.3% | +16.7% | -67.0% | -54.0% |
| 3M | -43.5% | +13.6% | -57.1% | -47.9% |
| 6M | -48.9% | +17.0% | -65.9% | -55.6% |
| YTD | -1.2% | +18.1% | -19.3% | -16.7% |
| 1Y | +14.9% | +10.5% | +4.4% | +3.2% |
| All | +30.7% | -21.1% | +51.7% | +44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling