+527.1%
WDC vs ONTO
+449.2%
+77.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +12.0% | -2.1% | +3.3% |
| 7D | -14.4% | +1.4% | -15.8% | -15.1% |
| 30D | -27.1% | -34.1% | +7.1% | -8.7% |
| 3M | -33.3% | -37.1% | +3.8% | -15.6% |
| 6M | -39.6% | -31.8% | -7.8% | -27.3% |
| YTD | +68.4% | +22.9% | +45.5% | +48.7% |
| 1Y | +78.2% | +39.5% | +38.6% | +47.3% |
| 3Y | +772.0% | +57.7% | +714.4% | +463.4% |
| 5Y | +584.9% | +115.8% | +469.1% | +228.3% |
| All | +527.1% | +449.2% | +77.9% | +32.2% |
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