+417.4%
WDC vs ONTO
+162.8%
+254.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +6.2% | -0.3% | +1.7% |
| 7D | +1.7% | -1.0% | +2.8% | +2.4% |
| 30D | -10.0% | -2.9% | -7.1% | -10.4% |
| 3M | -18.8% | -2.5% | -16.3% | -19.0% |
| 6M | +79.0% | +28.2% | +50.8% | +45.2% |
| YTD | +171.6% | +69.8% | +101.8% | +84.2% |
| 1Y | +417.4% | +162.9% | +254.5% | +167.6% |
| All | +417.4% | +162.8% | +254.6% | +167.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling