+341.5%
ONTO vs CDW
+37.6%
+303.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -6.1% | -9.5% | -11.5% |
| 7D | -29.7% | -4.1% | -25.6% | -28.2% |
| 30D | -50.3% | +16.7% | -67.0% | -56.2% |
| 3M | -43.5% | +13.6% | -57.1% | -50.6% |
| 6M | -48.9% | +17.0% | -65.9% | -59.4% |
| YTD | -1.2% | +18.1% | -19.3% | -24.4% |
| 1Y | +14.9% | +10.5% | +4.4% | -6.6% |
| 3Y | +31.2% | -20.9% | +52.1% | +42.8% |
| 5Y | +68.1% | -9.3% | +77.4% | +62.0% |
| All | +341.5% | +37.6% | +303.9% | +178.7% |
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