+7.6%
WEC vs ONTO
+40.7%
-33.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.1% |
| 7D | +1.4% | -2.4% | +3.8% | +1.5% |
| 30D | +12.8% | -32.9% | +45.7% | +12.0% |
| 3M | +11.2% | -32.2% | +43.4% | +10.5% |
| 6M | +6.6% | -30.6% | +37.2% | +6.0% |
| YTD | +13.8% | +25.1% | -11.3% | +15.6% |
| All | +7.6% | +40.7% | -33.2% | +11.4% |
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