+57.0%
ONTO vs IWD
+28.9%
+28.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.4% |
| 7D | +17.5% | +2.3% | +15.2% | +12.1% |
| 30D | -15.7% | +3.6% | -19.2% | -21.7% |
| 3M | -39.7% | +2.2% | -41.9% | -42.5% |
| 6M | -26.5% | +13.0% | -39.4% | -47.2% |
| YTD | +29.0% | +26.5% | +2.5% | -29.3% |
| 1Y | +57.0% | +30.1% | +26.8% | -17.3% |
| All | +57.0% | +28.9% | +28.0% | -17.3% |
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