+341.5%
ONTO vs IWD
+128.2%
+213.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -2.6% | -13.0% | -11.6% |
| 7D | -29.7% | -0.9% | -28.8% | -28.6% |
| 30D | -50.3% | +2.6% | -52.9% | -52.3% |
| 3M | -43.5% | +1.2% | -44.7% | -44.8% |
| 6M | -48.9% | +12.1% | -61.0% | -57.0% |
| YTD | -1.2% | +24.1% | -25.3% | -27.7% |
| 1Y | +14.9% | +28.5% | -13.6% | -20.0% |
| 3Y | +31.2% | +79.5% | -48.3% | -41.0% |
| 5Y | +68.1% | +70.3% | -2.2% | -15.9% |
| All | +341.5% | +128.2% | +213.3% | +56.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling