+508.7%
ONTO vs WCN
+121.7%
+387.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.6% | +8.3% | +8.7% |
| 7D | +16.4% | +0.4% | +15.9% | +16.2% |
| 30D | -21.4% | +25.3% | -46.7% | -28.4% |
| 3M | -32.7% | +15.4% | -48.2% | -36.8% |
| 6M | -25.2% | +27.8% | -53.1% | -34.6% |
| YTD | +36.2% | +10.6% | +25.7% | +27.7% |
| 1Y | +61.2% | +15.8% | +45.4% | +46.6% |
| 3Y | +58.7% | +50.3% | +8.4% | +16.8% |
| 5Y | +143.6% | +46.9% | +96.7% | +77.7% |
| All | +508.7% | +121.7% | +387.1% | +253.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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