+911.3%
WDC vs ONTO
+658.6%
+252.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +6.2% | -0.3% | +2.5% |
| 7D | +1.7% | -1.0% | +2.8% | +2.3% |
| 30D | -10.0% | -2.9% | -7.1% | -10.1% |
| 3M | -18.8% | -2.5% | -16.3% | -18.5% |
| 6M | +79.0% | +28.2% | +50.8% | +54.7% |
| YTD | +171.6% | +69.8% | +101.8% | +103.3% |
| 1Y | +417.4% | +162.9% | +254.5% | +207.5% |
| 3Y | +1,251.8% | +95.9% | +1,155.8% | +680.8% |
| 5Y | +911.7% | +244.5% | +667.2% | +269.8% |
| All | +911.3% | +658.6% | +252.8% | +80.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling