+68.1%
ONTO vs WST
-7.2%
+75.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -4.0% | -11.6% | -14.3% |
| 7D | -29.7% | -5.8% | -23.9% | -28.2% |
| 30D | -50.3% | +5.3% | -55.6% | -51.0% |
| 3M | -43.5% | +11.8% | -55.3% | -45.4% |
| 6M | -48.9% | +26.7% | -75.6% | -52.6% |
| YTD | -1.2% | +43.0% | -44.2% | -12.4% |
| 1Y | +14.9% | +38.9% | -24.0% | +2.6% |
| 3Y | +31.2% | +18.2% | +13.0% | +11.0% |
| 5Y | +68.1% | -1.5% | +69.6% | +56.3% |
| All | +68.1% | -7.2% | +75.3% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 5y: compounded portfolio wealth divided by compounded WST 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…
5y analysis · Full analysis span regression · 6 months rolling