+943.7%
WDC vs ONTO
+688.0%
+255.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.6% |
| 7D | +7.5% | +9.4% | -1.9% | +2.4% |
| 30D | +10.1% | -4.4% | +14.5% | +12.2% |
| 3M | -6.8% | +1.6% | -8.4% | -8.7% |
| 6M | +84.1% | +45.3% | +38.9% | +49.1% |
| YTD | +180.3% | +76.4% | +103.9% | +105.4% |
| 1Y | +411.1% | +167.2% | +243.9% | +200.7% |
| 3Y | +1,375.0% | +116.6% | +1,258.4% | +703.2% |
| 5Y | +991.6% | +263.7% | +727.8% | +286.4% |
| All | +943.7% | +688.0% | +255.7% | +82.6% |
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 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