+57.7%
ONTO vs WAB
+174.1%
-116.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.1% | +6.8% | +5.7% |
| 7D | +1.4% | +4.0% | -2.6% | -2.1% |
| 30D | -34.1% | +4.5% | -38.6% | -36.6% |
| 3M | -37.1% | +2.3% | -39.4% | -37.6% |
| 6M | -31.8% | +12.5% | -44.3% | -39.7% |
| YTD | +22.9% | +40.2% | -17.3% | -15.9% |
| 1Y | +39.5% | +45.2% | -5.7% | -8.5% |
| 3Y | +57.7% | +171.8% | -114.1% | -41.2% |
| All | +57.7% | +174.1% | -116.4% | -41.2% |
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