+244.4%
WELL vs ONTO
+390.5%
-146.1%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +11.1% | -11.3% | -1.7% |
| 7D | +4.4% | -14.0% | +18.5% | +6.2% |
| 30D | +10.8% | -43.1% | +53.9% | +19.1% |
| 3M | +4.2% | -35.5% | +39.7% | +8.9% |
| 6M | +14.0% | -41.1% | +55.1% | +18.1% |
| YTD | +33.4% | +9.8% | +23.7% | +21.6% |
| 1Y | +32.4% | +31.5% | +0.9% | +16.2% |
| 3Y | +194.7% | +45.2% | +149.6% | +118.7% |
| 5Y | +226.5% | +86.7% | +139.8% | +104.5% |
| All | +244.4% | +390.5% | -146.1% | +3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling