+688.0%
ONTO vs WY
+0.2%
+687.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.7% |
| 7D | +9.4% | -1.7% | +11.1% | +10.5% |
| 30D | -4.4% | -9.9% | +5.4% | +1.3% |
| 3M | +1.6% | -7.5% | +9.1% | +5.0% |
| 6M | +45.3% | -5.1% | +50.4% | +47.5% |
| YTD | +76.4% | -2.1% | +78.5% | +74.9% |
| 1Y | +167.2% | -7.3% | +174.5% | +173.4% |
| 3Y | +116.6% | -22.6% | +139.2% | +139.3% |
| 5Y | +263.7% | -19.8% | +283.5% | +296.5% |
| All | +688.0% | +0.2% | +687.8% | +658.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 10y: compounded portfolio wealth divided by compounded WY 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…
10y analysis · Full analysis span regression · 6 months rolling