+390.5%
ONTO vs WCN
+118.0%
+272.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.4% | +12.4% | +11.5% |
| 7D | -14.0% | +2.9% | -17.0% | -15.0% |
| 30D | -43.1% | +22.1% | -65.2% | -47.7% |
| 3M | -35.5% | +13.2% | -48.7% | -39.1% |
| 6M | -41.1% | +23.7% | -64.8% | -47.8% |
| YTD | +9.8% | +8.7% | +1.0% | +3.4% |
| 1Y | +31.5% | +15.3% | +16.2% | +19.3% |
| 3Y | +45.2% | +46.0% | -0.8% | +8.3% |
| 5Y | +86.7% | +45.9% | +40.8% | +35.8% |
| All | +390.5% | +118.0% | +272.4% | +186.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling