+16.7%
WDAY vs ONTO
+688.0%
-671.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.8% | 0.0% |
| 7D | -7.4% | +9.4% | -16.7% | -9.0% |
| 30D | +1.0% | -4.4% | +5.5% | +1.0% |
| 3M | +32.7% | +1.6% | +31.1% | +26.1% |
| 6M | +25.6% | +45.3% | -19.7% | +6.7% |
| YTD | -13.4% | +76.4% | -89.7% | -31.4% |
| 1Y | -19.4% | +167.2% | -186.5% | -44.2% |
| 3Y | -25.8% | +116.6% | -142.3% | -53.3% |
| 5Y | -31.1% | +263.7% | -294.8% | -66.6% |
| All | +16.7% | +688.0% | -671.3% | -63.0% |
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