+194.7%
WELL vs ONTO
+45.4%
+149.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +11.1% | -11.3% | -0.1% |
| 7D | +4.4% | -14.0% | +18.5% | +4.4% |
| 30D | +10.8% | -43.1% | +53.9% | +10.7% |
| 3M | +4.2% | -35.5% | +39.7% | +4.1% |
| 6M | +14.0% | -41.1% | +55.1% | +13.7% |
| YTD | +33.4% | +9.8% | +23.7% | +31.1% |
| 1Y | +32.4% | +31.5% | +0.9% | +29.7% |
| 3Y | +194.7% | +45.2% | +149.6% | +166.2% |
| All | +194.7% | +45.4% | +149.4% | +166.2% |
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