+233.5%
WELL vs ONTO
+695.7%
-462.2%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.9% | -4.4% | -0.3% |
| 7D | -1.3% | +9.7% | -11.0% | -2.7% |
| 30D | +0.5% | -8.8% | +9.3% | +1.5% |
| 3M | +19.1% | +4.5% | +14.6% | +15.1% |
| 6M | +17.0% | +56.4% | -39.4% | +3.8% |
| YTD | +29.2% | +78.1% | -48.9% | +11.2% |
| 1Y | +42.1% | +171.3% | -129.1% | +11.6% |
| 3Y | +204.5% | +118.7% | +85.9% | +117.5% |
| 5Y | +211.0% | +269.4% | -58.4% | +67.1% |
| All | +233.5% | +695.7% | -462.2% | -5.4% |
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 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