+539.8%
WDC vs ONTO
+476.3%
+63.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.9% | -2.1% | -3.4% |
| 7D | +12.1% | +17.5% | -5.4% | +2.7% |
| 30D | -18.8% | -15.7% | -3.1% | -10.8% |
| 3M | -39.3% | -39.7% | +0.4% | -21.0% |
| 6M | -40.1% | -26.5% | -13.6% | -30.8% |
| YTD | +71.8% | +29.0% | +42.8% | +47.8% |
| 1Y | +88.5% | +57.0% | +31.5% | +46.6% |
| 3Y | +770.0% | +50.0% | +720.0% | +482.5% |
| 5Y | +549.0% | +127.3% | +421.8% | +202.4% |
| All | +539.8% | +476.3% | +63.5% | +31.4% |
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