+45.2%
ONTO vs GWW
+92.7%
-47.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.7% | +11.8% | +11.5% |
| 7D | -14.0% | +6.0% | -20.0% | -17.3% |
| 30D | -43.1% | +14.0% | -57.1% | -48.0% |
| 3M | -35.5% | +12.5% | -48.1% | -40.8% |
| 6M | -41.1% | +23.6% | -64.7% | -50.1% |
| YTD | +9.8% | +43.6% | -33.8% | -17.9% |
| 1Y | +31.5% | +52.5% | -21.0% | -6.7% |
| 3Y | +45.2% | +92.6% | -47.4% | -22.3% |
| All | +45.2% | +92.7% | -47.6% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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