+45.2%
ONTO vs WWD
+145.1%
-99.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +3.4% | +7.7% | +8.3% |
| 7D | -14.0% | +4.2% | -18.2% | -16.2% |
| 30D | -43.1% | -2.1% | -40.9% | -41.4% |
| 3M | -35.5% | -13.2% | -22.3% | -27.0% |
| 6M | -41.1% | -16.9% | -24.2% | -31.5% |
| YTD | +9.8% | +5.2% | +4.5% | +4.1% |
| 1Y | +31.5% | +20.6% | +10.9% | +9.5% |
| 3Y | +45.2% | +146.3% | -101.2% | -28.3% |
| All | +45.2% | +145.1% | -99.9% | -28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling