+130.7%
ONTO vs WWD
+187.3%
-56.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.4% |
| 7D | +17.5% | +4.0% | +13.6% | +14.4% |
| 30D | -15.7% | +0.4% | -16.1% | -14.9% |
| 3M | -39.7% | -7.9% | -31.8% | -35.0% |
| 6M | -26.5% | -10.6% | -15.8% | -19.5% |
| YTD | +29.0% | +9.4% | +19.6% | +20.5% |
| 1Y | +57.0% | +25.7% | +31.2% | +30.3% |
| 3Y | +50.0% | +148.5% | -98.5% | -24.4% |
| All | +130.7% | +187.3% | -56.6% | +0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling