+493.5%
ONTO vs WWD
+220.2%
+273.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -1.2% |
| 7D | +34.4% | +8.2% | +26.3% | +28.2% |
| 30D | -20.4% | -0.2% | -20.3% | -19.4% |
| 3M | -37.8% | -8.4% | -29.4% | -33.3% |
| 6M | -24.6% | -9.5% | -15.0% | -18.7% |
| YTD | +32.8% | +10.1% | +22.7% | +25.4% |
| 1Y | +54.7% | +21.6% | +33.2% | +35.9% |
| 3Y | +54.7% | +149.6% | -94.9% | -12.9% |
| 5Y | +134.0% | +191.3% | -57.3% | +18.0% |
| All | +493.5% | +220.2% | +273.3% | +168.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling