+99.7%
ONTO vs WAB
+153.4%
-53.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.7% | +5.4% | +5.4% |
| 7D | -1.0% | -3.2% | +2.2% | +2.7% |
| 30D | -2.9% | -4.4% | +1.5% | +2.3% |
| 3M | -2.5% | +7.9% | -10.3% | -10.5% |
| 6M | +28.2% | +8.7% | +19.5% | +17.0% |
| YTD | +69.8% | +33.0% | +36.8% | +23.9% |
| 1Y | +162.9% | +46.7% | +116.2% | +72.8% |
| All | +99.7% | +153.4% | -53.7% | -3.2% |
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 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