+390.5%
ONTO vs IWD
+127.4%
+263.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.4% | +11.4% | +11.6% |
| 7D | -14.0% | -0.5% | -13.6% | -13.4% |
| 30D | -43.1% | +2.7% | -45.7% | -45.4% |
| 3M | -35.5% | +0.9% | -36.4% | -36.7% |
| 6M | -41.1% | +10.5% | -51.6% | -49.4% |
| YTD | +9.8% | +23.7% | -13.9% | -19.3% |
| 1Y | +31.5% | +28.7% | +2.8% | -8.8% |
| 3Y | +45.2% | +79.7% | -34.5% | -34.9% |
| 5Y | +86.7% | +69.7% | +17.0% | -6.2% |
| All | +390.5% | +127.4% | +263.1% | +75.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling