+40.8%
WEC vs ONTO
+118.2%
-77.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.9% | -3.8% | +1.2% |
| 7D | +0.8% | +9.7% | -8.8% | +1.1% |
| 30D | +0.3% | -8.8% | +9.2% | +0.1% |
| 3M | -2.9% | +4.5% | -7.4% | -2.4% |
| 6M | -5.9% | +56.4% | -62.3% | -3.8% |
| YTD | +4.1% | +78.1% | -73.9% | +7.3% |
| 1Y | +3.1% | +171.3% | -168.1% | +8.3% |
| 3Y | +40.8% | +118.7% | -77.9% | +40.3% |
| All | +40.8% | +118.2% | -77.4% | +40.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling