+30.7%
ONTO vs WAB
+153.1%
-122.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -5.6% | -10.0% | -8.9% |
| 7D | -29.7% | -2.5% | -27.2% | -27.0% |
| 30D | -50.3% | -4.4% | -45.9% | -47.0% |
| 3M | -43.5% | -5.9% | -37.6% | -38.5% |
| 6M | -48.9% | +5.9% | -54.8% | -51.6% |
| YTD | -1.2% | +30.9% | -32.1% | -26.8% |
| 1Y | +14.9% | +35.8% | -20.9% | -18.5% |
| All | +30.7% | +153.1% | -122.5% | -44.6% |
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