+658.6%
ONTO vs WAB
+315.3%
+343.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.7% | +5.4% | +5.5% |
| 7D | -1.0% | -3.2% | +2.2% | +1.9% |
| 30D | -2.9% | -4.4% | +1.5% | +1.2% |
| 3M | -2.5% | +7.9% | -10.3% | -8.7% |
| 6M | +28.2% | +8.7% | +19.5% | +20.1% |
| YTD | +69.8% | +33.0% | +36.8% | +33.6% |
| 1Y | +162.9% | +46.7% | +116.2% | +91.2% |
| 3Y | +95.9% | +153.0% | -57.0% | -6.7% |
| 5Y | +244.5% | +222.3% | +22.2% | +37.6% |
| All | +658.6% | +315.3% | +343.3% | +125.8% |
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