+31.5%
ONTO vs WU
-16.0%
+47.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.0% | +13.1% | +10.6% |
| 7D | -14.0% | +11.7% | -25.7% | -11.9% |
| 30D | -43.1% | +12.6% | -55.7% | -41.6% |
| 3M | -35.5% | -0.5% | -35.0% | -34.3% |
| 6M | -41.1% | -18.2% | -22.9% | -40.6% |
| YTD | +9.8% | -19.0% | +28.8% | +11.2% |
| 1Y | +31.5% | -16.7% | +48.2% | +32.2% |
| All | +31.5% | -16.0% | +47.6% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling