+91.5%
ONTO vs WAB
+203.5%
-112.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.8% | +9.2% | +9.0% |
| 7D | -14.0% | +1.4% | -15.5% | -14.8% |
| 30D | -43.1% | +0.4% | -43.5% | -42.7% |
| 3M | -35.5% | -3.8% | -31.7% | -31.7% |
| 6M | -41.1% | +5.1% | -46.2% | -43.3% |
| YTD | +9.8% | +33.3% | -23.6% | -18.1% |
| 1Y | +31.5% | +39.8% | -8.3% | -6.7% |
| 3Y | +45.2% | +161.1% | -115.9% | -44.4% |
| All | +91.5% | +203.5% | -112.1% | -38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling