+50.0%
ONTO vs WAB
+168.8%
-118.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.0% | -1.9% |
| 7D | +17.5% | +5.1% | +12.4% | +11.1% |
| 30D | -15.7% | +4.0% | -19.7% | -18.3% |
| 3M | -39.7% | +0.1% | -39.8% | -38.7% |
| 6M | -26.5% | +12.8% | -39.3% | -35.1% |
| YTD | +29.0% | +40.1% | -11.1% | -11.4% |
| 1Y | +57.0% | +46.4% | +10.6% | +2.2% |
| 3Y | +50.0% | +167.4% | -117.4% | -39.8% |
| All | +50.0% | +168.8% | -118.8% | -39.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling