+9.2%
WEC vs ONTO
+46.1%
-36.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -8.7% | +11.0% | +2.0% |
| 7D | +6.9% | -17.4% | +24.3% | +6.3% |
| 30D | +16.6% | -43.2% | +59.8% | +15.3% |
| 3M | +9.1% | -35.7% | +44.8% | +8.1% |
| 6M | +3.2% | -38.3% | +41.5% | +2.3% |
| YTD | +14.9% | +17.1% | -2.2% | +14.6% |
| 1Y | +9.2% | +43.1% | -34.0% | +9.2% |
| All | +9.2% | +46.1% | -36.9% | +9.2% |
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 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