+449.2%
ONTO vs WWD
+221.2%
+228.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.9% | +7.1% | +8.7% |
| 7D | +1.4% | +4.2% | -2.8% | -0.3% |
| 30D | -34.1% | -0.8% | -33.3% | -33.0% |
| 3M | -37.1% | -8.2% | -28.9% | -32.5% |
| 6M | -31.8% | -9.8% | -22.0% | -26.5% |
| YTD | +22.9% | +10.4% | +12.5% | +15.8% |
| 1Y | +39.5% | +25.5% | +14.0% | +20.0% |
| 3Y | +57.7% | +155.8% | -98.1% | -12.5% |
| 5Y | +115.8% | +187.3% | -71.5% | +9.5% |
| All | +449.2% | +221.2% | +228.1% | +148.0% |
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