+143.6%
ONTO vs WU
-44.4%
+188.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -3.0% | +11.9% | +9.5% |
| 7D | +16.4% | +2.1% | +14.2% | +15.3% |
| 30D | -21.4% | +10.1% | -31.6% | -23.9% |
| 3M | -32.7% | -1.1% | -31.6% | -33.3% |
| 6M | -25.2% | -19.8% | -5.4% | -21.9% |
| YTD | +36.2% | -20.8% | +57.0% | +41.9% |
| 1Y | +61.2% | -15.1% | +76.3% | +63.0% |
| 3Y | +58.7% | -23.2% | +81.9% | +61.3% |
| 5Y | +143.6% | -42.6% | +186.3% | +179.8% |
| All | +143.6% | -44.4% | +188.0% | +179.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling