+658.6%
ONTO vs IWD
+126.7%
+531.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.8% | +7.2% |
| 7D | -1.0% | -0.3% | -0.8% | -0.7% |
| 30D | -2.9% | +0.6% | -3.5% | -4.0% |
| 3M | -2.5% | +7.2% | -9.7% | -12.3% |
| 6M | +28.2% | +16.2% | +12.0% | +3.2% |
| YTD | +69.8% | +23.3% | +46.4% | +25.6% |
| 1Y | +162.9% | +29.6% | +133.3% | +81.9% |
| 3Y | +95.9% | +70.5% | +25.5% | -5.2% |
| 5Y | +244.5% | +73.5% | +171.0% | +68.8% |
| All | +658.6% | +126.7% | +531.9% | +172.7% |
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 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