+238.0%
ONTO vs CDW
-19.1%
+257.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.8% |
| 7D | -1.0% | +3.2% | -4.2% | -3.2% |
| 30D | -2.9% | +9.3% | -12.2% | -9.6% |
| 3M | -2.5% | +9.8% | -12.3% | -11.5% |
| 6M | +28.2% | +23.3% | +4.9% | +0.2% |
| YTD | +69.8% | +13.7% | +56.1% | +39.5% |
| 1Y | +162.9% | -6.5% | +169.4% | +159.1% |
| 3Y | +95.9% | -25.2% | +121.2% | +134.9% |
| All | +238.0% | -19.1% | +257.1% | +257.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling