+317.6%
WMB vs ONTO
+449.2%
-131.6%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +12.0% | -8.3% | +1.8% |
| 7D | -6.7% | +1.4% | -8.0% | -7.1% |
| 30D | -8.6% | -34.1% | +25.6% | -2.9% |
| 3M | -4.9% | -37.1% | +32.1% | +0.9% |
| 6M | -6.3% | -31.8% | +25.5% | -4.0% |
| YTD | +13.0% | +22.9% | -9.9% | +2.5% |
| 1Y | +14.9% | +39.5% | -24.6% | +1.5% |
| 3Y | +113.4% | +57.7% | +55.7% | +64.8% |
| 5Y | +190.2% | +115.8% | +74.3% | +88.8% |
| All | +317.6% | +449.2% | -131.6% | +46.4% |
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