+142.8%
WBD vs ONTO
+115.5%
+27.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.3% | -1.1% |
| 7D | -0.7% | +9.7% | -10.4% | -2.0% |
| 30D | +5.0% | -8.8% | +13.8% | +5.9% |
| 3M | +6.2% | +4.5% | +1.7% | +3.3% |
| 6M | +0.6% | +56.4% | -55.8% | -9.6% |
| YTD | -2.4% | +78.1% | -80.5% | -14.9% |
| 1Y | +127.7% | +171.3% | -43.6% | +82.4% |
| All | +142.8% | +115.5% | +27.3% | +79.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling