+658.6%
ONTO vs WY
+2.1%
+656.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.8% | +5.3% | +5.7% |
| 7D | -1.0% | -1.7% | +0.7% | 0.0% |
| 30D | -2.9% | -10.1% | +7.2% | +3.3% |
| 3M | -2.5% | -5.1% | +2.7% | -0.8% |
| 6M | +28.2% | -4.8% | +33.0% | +30.0% |
| YTD | +69.8% | -0.2% | +70.0% | +66.6% |
| 1Y | +162.9% | -6.6% | +169.5% | +167.9% |
| 3Y | +95.9% | -22.7% | +118.7% | +117.0% |
| 5Y | +244.5% | -22.2% | +266.7% | +282.7% |
| All | +658.6% | +2.1% | +656.5% | +622.5% |
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