+93.6%
SHW vs ONTO
+476.3%
-382.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.7% | +0.2% |
| 7D | +1.9% | +17.5% | -15.6% | -0.5% |
| 30D | +8.1% | -15.7% | +23.7% | +9.8% |
| 3M | -2.8% | -39.7% | +36.9% | +3.3% |
| 6M | +15.0% | -26.5% | +41.5% | +15.7% |
| YTD | +9.0% | +29.0% | -20.0% | -1.7% |
| 1Y | +4.5% | +57.0% | -52.5% | -9.2% |
| 3Y | +41.9% | +50.0% | -8.1% | +13.4% |
| 5Y | +10.7% | +127.3% | -116.5% | -24.0% |
| All | +93.6% | +476.3% | -382.7% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 10y: compounded portfolio wealth divided by compounded ONTO 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…
10y analysis · Full analysis span regression · 6 months rolling