+37.5%
ONTO vs WAB
+45.2%
-7.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.1% | +6.8% | +5.4% |
| 7D | +1.4% | +4.0% | -2.6% | -2.3% |
| 30D | -34.1% | +4.5% | -38.6% | -36.6% |
| 3M | -37.1% | +2.3% | -39.4% | -37.7% |
| 6M | -31.8% | +12.5% | -44.3% | -39.3% |
| YTD | +22.9% | +40.2% | -17.3% | -13.4% |
| All | +37.5% | +45.2% | -7.7% | -5.2% |
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