+37.5%
ONTO vs WY
-4.7%
+42.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.3% | +12.1% |
| 7D | +1.4% | -0.8% | +2.1% | +1.6% |
| 30D | -34.1% | +10.6% | -44.7% | -33.7% |
| 3M | -37.1% | -16.6% | -20.4% | -33.6% |
| 6M | -31.8% | -8.6% | -23.2% | -30.3% |
| YTD | +22.9% | -8.4% | +31.3% | +26.4% |
| All | +37.5% | -4.7% | +42.2% | +40.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling