+390.5%
ONTO vs WY
-7.0%
+397.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -3.0% | +14.1% | +12.7% |
| 7D | -14.0% | +3.1% | -17.1% | -16.3% |
| 30D | -43.1% | +13.0% | -56.1% | -48.0% |
| 3M | -35.5% | -16.8% | -18.7% | -29.8% |
| 6M | -41.1% | -11.2% | -29.9% | -39.2% |
| YTD | +9.8% | -9.1% | +18.8% | +11.2% |
| 1Y | +31.5% | -4.8% | +36.3% | +29.0% |
| 3Y | +45.2% | -25.3% | +70.4% | +59.7% |
| 5Y | +86.7% | -33.2% | +119.9% | +122.6% |
| All | +390.5% | -7.0% | +397.4% | +382.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling