+128.8%
ONTO vs WCC
+145.3%
-16.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.7% |
| 7D | -2.4% | -9.9% | +7.5% | +6.1% |
| 30D | -32.9% | -13.4% | -19.5% | -24.6% |
| 3M | -32.2% | -13.5% | -18.7% | -23.2% |
| 6M | -30.6% | -10.6% | -20.0% | -21.9% |
| YTD | +25.1% | +30.1% | -5.0% | +10.3% |
| 1Y | +40.0% | +22.3% | +17.7% | +28.3% |
| 3Y | +45.7% | +130.3% | -84.6% | -13.1% |
| 5Y | +128.8% | +144.5% | -15.7% | +15.0% |
| All | +128.8% | +145.3% | -16.5% | +15.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling