+115.8%
ONTO vs WWD
+190.4%
-74.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.9% | +7.1% | +8.2% |
| 7D | +1.4% | +4.2% | -2.8% | -0.6% |
| 30D | -34.1% | -0.8% | -33.3% | -32.9% |
| 3M | -37.1% | -8.2% | -28.9% | -32.0% |
| 6M | -31.8% | -9.8% | -22.0% | -25.9% |
| YTD | +22.9% | +10.4% | +12.5% | +13.9% |
| 1Y | +39.5% | +25.5% | +14.0% | +16.0% |
| 3Y | +57.7% | +155.8% | -98.1% | -22.0% |
| 5Y | +115.8% | +187.3% | -71.5% | -6.6% |
| All | +115.8% | +190.4% | -74.6% | -6.6% |
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