+390.5%
ONTO vs WU
-54.2%
+444.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.0% | +13.1% | +11.8% |
| 7D | -14.0% | +11.7% | -25.7% | -18.3% |
| 30D | -43.1% | +12.6% | -55.7% | -46.3% |
| 3M | -35.5% | -0.5% | -35.0% | -36.5% |
| 6M | -41.1% | -18.2% | -22.9% | -38.3% |
| YTD | +9.8% | -19.0% | +28.8% | +14.5% |
| 1Y | +31.5% | -16.7% | +48.2% | +34.8% |
| 3Y | +45.2% | -21.0% | +66.2% | +47.4% |
| 5Y | +86.7% | -41.7% | +128.4% | +115.6% |
| All | +390.5% | -54.2% | +444.7% | +519.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling