+658.6%
ONTO vs WU
-53.9%
+712.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.1% | +6.6% |
| 7D | -1.0% | -0.8% | -0.2% | -0.7% |
| 30D | -2.9% | -1.1% | -1.8% | -2.7% |
| 3M | -2.5% | -3.9% | +1.4% | -3.7% |
| 6M | +28.2% | -20.7% | +48.9% | +37.8% |
| YTD | +69.8% | -18.4% | +88.1% | +79.2% |
| 1Y | +162.9% | -8.1% | +170.9% | +158.1% |
| 3Y | +95.9% | -24.2% | +120.1% | +105.1% |
| 5Y | +244.5% | -50.4% | +294.9% | +346.3% |
| All | +658.6% | -53.9% | +712.5% | +869.6% |
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