+992.6%
WDC vs ONTO
+258.3%
+734.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.9% | -2.8% | -0.3% |
| 7D | +6.0% | +9.7% | -3.7% | +1.3% |
| 30D | +9.9% | -8.8% | +18.8% | +14.4% |
| 3M | -9.4% | +4.5% | -13.9% | -11.9% |
| 6M | +94.7% | +56.4% | +38.3% | +57.4% |
| YTD | +177.4% | +78.1% | +99.3% | +112.0% |
| 1Y | +412.6% | +171.3% | +241.3% | +225.5% |
| 3Y | +1,359.8% | +118.7% | +1,241.1% | +784.9% |
| 5Y | +992.6% | +269.4% | +723.2% | +354.5% |
| All | +992.6% | +258.3% | +734.3% | +354.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling