+96.2%
SHW vs ONTO
+459.0%
-362.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -1.0% |
| 7D | +4.2% | -2.4% | +6.7% | +4.2% |
| 30D | +11.3% | -32.9% | +44.2% | +17.0% |
| 3M | -1.8% | -32.2% | +30.4% | +2.3% |
| 6M | +12.7% | -30.6% | +43.3% | +14.4% |
| YTD | +10.4% | +25.1% | -14.7% | +0.1% |
| 1Y | +4.7% | +40.0% | -35.3% | -7.2% |
| 3Y | +42.7% | +45.7% | -3.0% | +14.6% |
| 5Y | +14.5% | +128.8% | -114.2% | -21.7% |
| All | +96.2% | +459.0% | -362.8% | -9.4% |
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