+238.0%
ONTO vs WWD
+198.3%
+39.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.1% | +5.1% | +5.4% |
| 7D | -1.0% | +1.3% | -2.3% | -1.9% |
| 30D | -2.9% | -7.2% | +4.3% | +2.5% |
| 3M | -2.5% | -3.8% | +1.4% | -0.3% |
| 6M | +28.2% | -9.9% | +38.1% | +37.4% |
| YTD | +69.8% | +14.8% | +55.0% | +50.7% |
| 1Y | +162.9% | +42.1% | +120.8% | +96.7% |
| 3Y | +95.9% | +170.8% | -74.9% | -8.3% |
| All | +238.0% | +198.3% | +39.8% | +43.2% |
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