+171.3%
ONTO vs WY
-9.6%
+180.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.4% | +6.3% | +5.2% |
| 7D | +9.7% | -2.1% | +11.7% | +10.2% |
| 30D | -8.8% | -10.5% | +1.7% | -6.2% |
| 3M | +4.5% | -4.9% | +9.4% | +5.2% |
| 6M | +56.4% | -4.9% | +61.3% | +56.8% |
| YTD | +78.1% | -1.7% | +79.7% | +75.6% |
| 1Y | +171.3% | -9.4% | +180.6% | +196.3% |
| All | +171.3% | -9.6% | +180.9% | +196.3% |
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