+341.5%
ONTO vs WAB
+308.8%
+32.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -5.6% | -10.0% | -10.6% |
| 7D | -29.7% | -2.5% | -27.2% | -27.7% |
| 30D | -50.3% | -4.4% | -45.9% | -47.8% |
| 3M | -43.5% | -5.9% | -37.6% | -39.6% |
| 6M | -48.9% | +5.9% | -54.8% | -50.7% |
| YTD | -1.2% | +30.9% | -32.1% | -20.3% |
| 1Y | +14.9% | +35.8% | -20.9% | -10.1% |
| 3Y | +31.2% | +154.0% | -122.8% | -36.7% |
| 5Y | +68.1% | +203.9% | -135.8% | -29.0% |
| All | +341.5% | +308.8% | +32.7% | +34.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling