+107.9%
WFC vs ONTO
+688.0%
-580.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +2.2% |
| 7D | +0.4% | +9.4% | -8.9% | -1.7% |
| 30D | +2.5% | -4.4% | +6.9% | +2.8% |
| 3M | +10.0% | +1.6% | +8.4% | +5.5% |
| 6M | +15.1% | +45.3% | -30.2% | -1.0% |
| YTD | -2.2% | +76.4% | -78.6% | -20.9% |
| 1Y | +13.5% | +167.2% | -153.7% | -19.3% |
| 3Y | +135.2% | +116.6% | +18.7% | +55.0% |
| 5Y | +128.3% | +263.7% | -135.4% | +13.1% |
| All | +107.9% | +688.0% | -580.1% | -41.1% |
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