+231.9%
WELL vs ONTO
+658.6%
-426.7%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.2% | -8.2% | -3.0% |
| 7D | -0.8% | -1.0% | +0.2% | -0.7% |
| 30D | -0.1% | -2.9% | +2.8% | -0.3% |
| 3M | +18.0% | -2.5% | +20.5% | +15.1% |
| 6M | +15.0% | +28.2% | -13.2% | +5.6% |
| YTD | +28.6% | +69.8% | -41.2% | +11.5% |
| 1Y | +42.9% | +162.9% | -120.0% | +12.6% |
| 3Y | +203.0% | +95.9% | +107.1% | +122.2% |
| 5Y | +206.9% | +244.5% | -37.6% | +67.7% |
| All | +231.9% | +658.6% | -426.7% | -5.2% |
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 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