+23.2%
WDAY vs ONTO
+476.3%
-453.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.9% | +5.9% | +3.5% |
| 7D | +1.8% | +17.5% | -15.7% | -1.0% |
| 30D | +4.1% | -15.7% | +19.7% | +5.9% |
| 3M | -4.8% | -39.7% | +34.9% | +1.5% |
| 6M | +68.6% | -26.5% | +95.1% | +65.4% |
| YTD | -8.5% | +29.0% | -37.5% | -24.9% |
| 1Y | -12.1% | +57.0% | -69.1% | -32.0% |
| 3Y | -13.2% | +50.0% | -63.2% | -41.8% |
| 5Y | -33.7% | +127.3% | -161.0% | -64.6% |
| All | +23.2% | +476.3% | -453.1% | -59.5% |
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 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