+1.5%
WBD vs ONTO
+661.2%
-659.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +1.8% |
| 7D | -0.6% | +6.5% | -7.1% | -2.1% |
| 30D | +4.2% | -15.9% | +20.1% | +7.8% |
| 3M | +7.5% | -0.2% | +7.7% | +3.8% |
| 6M | +1.6% | +38.7% | -37.2% | -11.2% |
| YTD | -2.2% | +70.4% | -72.5% | -19.9% |
| 1Y | +124.9% | +153.6% | -28.7% | +63.5% |
| 3Y | +149.1% | +109.2% | +39.9% | +67.2% |
| 5Y | +7.8% | +249.7% | -241.9% | -41.7% |
| All | +1.5% | +661.2% | -659.7% | -62.6% |
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