+140.0%
WBD vs ONTO
+162.8%
-22.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.2% | -6.6% | -0.9% |
| 7D | -1.8% | -1.0% | -0.8% | -1.7% |
| 30D | +8.8% | -2.9% | +11.7% | +8.6% |
| 3M | +4.6% | -2.5% | +7.1% | +3.3% |
| 6M | +1.1% | +28.2% | -27.1% | -4.0% |
| YTD | -2.0% | +69.8% | -71.8% | -11.3% |
| 1Y | +140.0% | +162.9% | -22.9% | +104.2% |
| All | +140.0% | +162.8% | -22.8% | +104.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling