+84.7%
WDC vs ONTO
+53.2%
+31.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +8.9% | -0.5% | +2.2% |
| 7D | -3.2% | +16.4% | -19.6% | -12.7% |
| 30D | -19.0% | -21.4% | +2.4% | -5.3% |
| 3M | -28.4% | -32.7% | +4.3% | -8.5% |
| 6M | -39.2% | -25.2% | -14.0% | -29.4% |
| YTD | +82.1% | +36.2% | +45.8% | +25.9% |
| 1Y | +84.7% | +61.2% | +23.5% | +8.6% |
| All | +84.7% | +53.2% | +31.4% | +8.6% |
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