+91.5%
ONTO vs WTW
+51.8%
+39.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.3% | +13.4% | +11.2% |
| 7D | -14.0% | +1.4% | -15.4% | -14.1% |
| 30D | -43.1% | +13.1% | -56.2% | -43.6% |
| 3M | -35.5% | -3.0% | -32.6% | -35.2% |
| 6M | -41.1% | +31.2% | -72.3% | -43.7% |
| YTD | +9.8% | +1.1% | +8.7% | +11.5% |
| 1Y | +31.5% | +3.4% | +28.1% | +32.3% |
| 3Y | +45.2% | +44.7% | +0.5% | +16.4% |
| All | +91.5% | +51.8% | +39.6% | +38.5% |
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