+99.7%
ONTO vs WCN
+20.7%
+79.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.3% | +5.9% |
| 7D | -1.0% | -0.6% | -0.4% | -1.1% |
| 30D | -2.9% | +0.4% | -3.3% | -2.8% |
| 3M | -2.5% | +7.3% | -9.8% | -2.9% |
| 6M | +28.2% | -2.5% | +30.7% | +29.6% |
| YTD | +69.8% | -5.4% | +75.1% | +72.4% |
| 1Y | +162.9% | -8.5% | +171.3% | +169.7% |
| All | +99.7% | +20.7% | +79.0% | +91.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling