+43.1%
ONTO vs WAB
+46.5%
-3.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +1.1% | -9.8% | -10.0% |
| 7D | -17.4% | +4.5% | -21.9% | -21.6% |
| 30D | -43.2% | +1.1% | -44.3% | -43.8% |
| 3M | -35.7% | -1.3% | -34.5% | -34.6% |
| 6M | -38.3% | +12.7% | -51.0% | -45.8% |
| YTD | +17.1% | +38.7% | -21.6% | -18.6% |
| 1Y | +43.1% | +44.9% | -1.8% | -6.9% |
| All | +43.1% | +46.5% | -3.4% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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