+9.7%
WEC vs ONTO
+52.3%
-42.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.9% | +3.8% | +0.8% |
| 7D | +2.3% | +17.5% | -15.2% | +3.0% |
| 30D | +11.1% | -15.7% | +26.7% | +10.8% |
| 3M | +8.4% | -39.7% | +48.2% | +7.5% |
| 6M | +7.5% | -26.5% | +34.0% | +7.0% |
| YTD | +15.3% | +29.0% | -13.6% | +17.7% |
| 1Y | +9.7% | +57.0% | -47.2% | +14.6% |
| All | +9.7% | +52.3% | -42.5% | +14.6% |
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