+658.6%
ONTO vs CDW
+32.4%
+626.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.9% |
| 7D | -1.0% | +3.2% | -4.2% | -3.4% |
| 30D | -2.9% | +9.3% | -12.2% | -10.3% |
| 3M | -2.5% | +9.8% | -12.3% | -12.4% |
| 6M | +28.2% | +23.3% | +4.9% | -1.2% |
| YTD | +69.8% | +13.7% | +56.1% | +37.3% |
| 1Y | +162.9% | -6.5% | +169.4% | +152.0% |
| 3Y | +95.9% | -25.2% | +121.2% | +129.2% |
| 5Y | +244.5% | -19.5% | +264.0% | +273.5% |
| All | +658.6% | +32.4% | +626.2% | +405.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling