+57.7%
ONTO vs WCC
+135.0%
-77.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +8.1% | +3.9% | +5.3% |
| 7D | +1.4% | -5.7% | +7.1% | +7.3% |
| 30D | -34.1% | -13.5% | -20.7% | -24.9% |
| 3M | -37.1% | -12.9% | -24.2% | -28.1% |
| 6M | -31.8% | -10.7% | -21.2% | -22.5% |
| YTD | +22.9% | +30.0% | -7.1% | +6.7% |
| 1Y | +39.5% | +24.7% | +14.8% | +24.4% |
| 3Y | +57.7% | +136.6% | -78.9% | -12.7% |
| All | +57.7% | +135.0% | -77.3% | -12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling