+341.5%
ONTO vs WCC
+483.4%
-141.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -9.6% | -6.0% | -9.6% |
| 7D | -29.7% | -21.9% | -7.8% | -17.3% |
| 30D | -50.3% | -25.4% | -24.9% | -39.7% |
| 3M | -43.5% | -23.1% | -20.4% | -32.4% |
| 6M | -48.9% | -18.1% | -30.8% | -40.0% |
| YTD | -1.2% | +17.7% | -18.9% | -5.9% |
| 1Y | +14.9% | +12.4% | +2.5% | +12.2% |
| 3Y | +31.2% | +105.9% | -74.7% | -10.9% |
| 5Y | +68.1% | +116.8% | -48.7% | +4.9% |
| All | +341.5% | +483.4% | -141.9% | +36.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling