+73.8%
SW vs ONTO
+390.5%
-316.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +11.1% | -12.0% | -2.4% |
| 7D | +2.3% | -14.0% | +16.4% | +4.0% |
| 30D | +6.8% | -43.1% | +49.9% | +14.3% |
| 3M | -5.2% | -35.5% | +30.3% | -1.0% |
| 6M | +7.4% | -41.1% | +48.5% | +12.0% |
| YTD | +17.4% | +9.8% | +7.6% | +11.1% |
| 1Y | +27.1% | +31.5% | -4.4% | +17.0% |
| 3Y | +47.9% | +45.2% | +2.7% | +29.7% |
| 5Y | -2.6% | +86.7% | -89.3% | -18.9% |
| All | +73.8% | +390.5% | -316.7% | +33.8% |
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