+50.0%
ONTO vs WY
-23.6%
+73.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.7% | -4.6% | -3.2% |
| 7D | +17.5% | -0.8% | +18.3% | +17.7% |
| 30D | -15.7% | +10.1% | -25.8% | -18.5% |
| 3M | -39.7% | -15.4% | -24.3% | -36.4% |
| 6M | -26.5% | -8.3% | -18.2% | -25.5% |
| YTD | +29.0% | -9.8% | +38.8% | +31.3% |
| 1Y | +57.0% | -3.9% | +60.8% | +55.3% |
| 3Y | +50.0% | -23.3% | +73.3% | +61.6% |
| All | +50.0% | -23.6% | +73.6% | +61.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling