+43.1%
ONTO vs IWD
+33.0%
+10.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +2.6% | -11.3% | -14.0% |
| 7D | -17.4% | +2.5% | -19.9% | -22.0% |
| 30D | -43.2% | +6.0% | -49.2% | -50.6% |
| 3M | -35.7% | +3.8% | -39.5% | -41.6% |
| 6M | -38.3% | +16.3% | -54.6% | -59.5% |
| YTD | +17.1% | +27.5% | -10.4% | -38.3% |
| 1Y | +43.1% | +32.8% | +10.3% | -30.7% |
| All | +43.1% | +33.0% | +10.1% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling