+449.2%
ONTO vs WCC
+544.6%
-95.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +8.1% | +3.9% | +6.9% |
| 7D | +1.4% | -5.7% | +7.1% | +6.2% |
| 30D | -34.1% | -13.5% | -20.7% | -26.9% |
| 3M | -37.1% | -12.9% | -24.2% | -29.9% |
| 6M | -31.8% | -10.7% | -21.2% | -24.0% |
| YTD | +22.9% | +30.0% | -7.1% | +10.3% |
| 1Y | +39.5% | +24.7% | +14.8% | +28.2% |
| 3Y | +57.7% | +136.6% | -78.9% | -1.0% |
| 5Y | +115.8% | +143.9% | -28.1% | +25.8% |
| All | +449.2% | +544.6% | -95.3% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling