+99.7%
ONTO vs WU
-23.6%
+123.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.1% | +6.3% |
| 7D | -1.0% | -0.8% | -0.2% | -0.9% |
| 30D | -2.9% | -1.1% | -1.8% | -2.8% |
| 3M | -2.5% | -3.9% | +1.4% | -3.8% |
| 6M | +28.2% | -20.7% | +48.9% | +33.8% |
| YTD | +69.8% | -18.4% | +88.1% | +75.0% |
| 1Y | +162.9% | -8.1% | +170.9% | +157.0% |
| All | +99.7% | -23.6% | +123.4% | +93.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling