+247.7%
WELL vs ONTO
+449.2%
-201.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +12.0% | -11.0% | -0.7% |
| 7D | +3.5% | +1.4% | +2.1% | +2.8% |
| 30D | +9.7% | -34.1% | +43.8% | +15.4% |
| 3M | +4.8% | -37.1% | +41.9% | +10.2% |
| 6M | +16.1% | -31.8% | +47.9% | +17.6% |
| YTD | +34.7% | +22.9% | +11.8% | +20.7% |
| 1Y | +31.9% | +39.5% | -7.6% | +15.1% |
| 3Y | +209.9% | +57.7% | +152.2% | +128.3% |
| 5Y | +226.5% | +115.8% | +110.7% | +98.4% |
| All | +247.7% | +449.2% | -201.6% | +2.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling