+390.5%
ONTO vs WCC
+496.1%
-105.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.2% | +8.9% | +9.7% |
| 7D | -14.0% | -14.7% | +0.7% | -4.3% |
| 30D | -43.1% | -20.1% | -23.0% | -33.7% |
| 3M | -35.5% | -21.2% | -14.4% | -23.9% |
| 6M | -41.1% | -19.2% | -21.9% | -30.3% |
| YTD | +9.8% | +20.2% | -10.5% | +3.2% |
| 1Y | +31.5% | +14.5% | +17.1% | +27.1% |
| 3Y | +45.2% | +115.1% | -70.0% | -3.7% |
| 5Y | +86.7% | +121.5% | -34.8% | +15.1% |
| All | +390.5% | +496.1% | -105.6% | +49.8% |
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