+341.5%
ONTO vs WWD
+196.0%
+145.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -6.0% | -9.6% | -11.6% |
| 7D | -29.7% | -2.6% | -27.1% | -28.1% |
| 30D | -50.3% | -7.7% | -42.5% | -47.2% |
| 3M | -43.5% | -17.7% | -25.8% | -35.2% |
| 6M | -48.9% | -15.9% | -32.9% | -42.5% |
| YTD | -1.2% | +1.8% | -3.0% | -2.1% |
| 1Y | +14.9% | +17.4% | -2.5% | +2.9% |
| 3Y | +31.2% | +137.1% | -105.9% | -23.7% |
| 5Y | +68.1% | +162.4% | -94.3% | -9.8% |
| All | +341.5% | +196.0% | +145.5% | +109.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling