+1.7%
WBD vs ONTO
+658.6%
-656.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.2% | -6.6% | -1.8% |
| 7D | -1.8% | -1.0% | -0.8% | -1.6% |
| 30D | +8.8% | -2.9% | +11.7% | +8.4% |
| 3M | +4.6% | -2.5% | +7.1% | +1.6% |
| 6M | +1.1% | +28.2% | -27.1% | -10.0% |
| YTD | -2.0% | +69.8% | -71.8% | -19.6% |
| 1Y | +140.0% | +162.9% | -22.9% | +72.9% |
| 3Y | +144.4% | +95.9% | +48.4% | +67.7% |
| 5Y | -0.2% | +244.5% | -244.7% | -45.8% |
| All | +1.7% | +658.6% | -656.9% | -62.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling