+658.6%
ONTO vs WCC
+614.8%
+43.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.9% | +2.3% | +3.8% |
| 7D | -1.0% | +4.5% | -5.5% | -3.6% |
| 30D | -2.9% | -5.8% | +2.9% | +0.8% |
| 3M | -2.5% | -3.7% | +1.2% | +1.4% |
| 6M | +28.2% | +23.1% | +5.2% | +16.0% |
| YTD | +69.8% | +44.2% | +25.6% | +40.2% |
| 1Y | +162.9% | +62.1% | +100.8% | +102.8% |
| 3Y | +95.9% | +121.1% | -25.2% | +23.3% |
| 5Y | +244.5% | +214.0% | +30.5% | +71.0% |
| All | +658.6% | +614.8% | +43.8% | +103.4% |
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