+459.0%
ONTO vs WTW
+96.7%
+362.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | 0.0% | +1.2% |
| 7D | -2.4% | +1.6% | -4.0% | -3.1% |
| 30D | -32.9% | +12.4% | -45.3% | -36.2% |
| 3M | -32.2% | -2.6% | -29.6% | -32.3% |
| 6M | -30.6% | +30.8% | -61.4% | -39.9% |
| YTD | +25.1% | +2.3% | +22.8% | +19.7% |
| 1Y | +40.0% | +4.9% | +35.1% | +31.7% |
| 3Y | +45.7% | +43.9% | +1.9% | +6.1% |
| 5Y | +128.8% | +53.8% | +75.0% | +55.0% |
| All | +459.0% | +96.7% | +362.4% | +243.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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