+4.2%
WBD vs ONTO
+268.0%
-263.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.5% |
| 7D | -1.7% | +9.4% | -11.1% | -3.6% |
| 30D | +3.9% | -4.4% | +8.3% | +4.2% |
| 3M | +5.1% | +1.6% | +3.5% | +1.3% |
| 6M | +0.6% | +45.3% | -44.7% | -12.6% |
| YTD | -3.2% | +76.4% | -79.5% | -20.8% |
| 1Y | +127.7% | +167.2% | -39.5% | +64.8% |
| 3Y | +146.6% | +116.6% | +30.0% | +60.3% |
| 5Y | +4.2% | +263.7% | -259.6% | -49.2% |
| All | +4.2% | +268.0% | -263.8% | -49.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling