+951.8%
WDC vs ONON
-24.2%
+976.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.5% | -4.4% |
| 7D | +4.4% | -5.3% | +9.7% | +5.7% |
| 30D | +5.3% | -13.1% | +18.4% | +8.7% |
| 3M | -5.9% | -29.3% | +23.4% | +0.6% |
| 6M | +73.2% | -34.5% | +107.8% | +88.1% |
| YTD | +167.8% | -42.2% | +210.1% | +198.8% |
| 1Y | +386.0% | -37.3% | +423.3% | +427.0% |
| 3Y | +1,309.7% | -9.3% | +1,319.0% | +1,253.8% |
| All | +951.8% | -24.2% | +976.0% | +808.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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