+45.2%
ONTO vs WU
-21.7%
+66.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.0% | +13.1% | +11.2% |
| 7D | -14.0% | +11.7% | -25.7% | -15.4% |
| 30D | -43.1% | +12.6% | -55.7% | -44.1% |
| 3M | -35.5% | -0.5% | -35.0% | -35.5% |
| 6M | -41.1% | -18.2% | -22.9% | -38.9% |
| YTD | +9.8% | -19.0% | +28.8% | +13.6% |
| 1Y | +31.5% | -16.7% | +48.2% | +34.3% |
| 3Y | +45.2% | -21.0% | +66.2% | +47.7% |
| All | +45.2% | -21.7% | +66.9% | +47.7% |
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