+269.4%
ONTO vs WTW
+54.0%
+215.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.8% | +7.7% | +5.2% |
| 7D | +9.7% | -2.7% | +12.4% | +9.9% |
| 30D | -8.8% | -5.6% | -3.2% | -8.3% |
| 3M | +4.5% | +26.5% | -22.0% | +0.3% |
| 6M | +56.4% | +8.1% | +48.3% | +55.5% |
| YTD | +78.1% | -0.3% | +78.4% | +80.6% |
| 1Y | +171.3% | -0.9% | +172.1% | +174.4% |
| 3Y | +118.7% | +66.6% | +52.0% | +56.1% |
| 5Y | +269.4% | +54.0% | +215.4% | +164.3% |
| All | +269.4% | +54.0% | +215.4% | +164.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling