+373.1%
WMB vs ONTO
+695.7%
-322.5%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.9% | -2.6% | +1.5% |
| 7D | +0.8% | +9.7% | -8.9% | -0.7% |
| 30D | +7.7% | -8.8% | +16.5% | +8.8% |
| 3M | +6.7% | +4.5% | +2.2% | +3.3% |
| 6M | +3.6% | +56.4% | -52.8% | -7.7% |
| YTD | +28.0% | +78.1% | -50.1% | +10.5% |
| 1Y | +37.6% | +171.3% | -133.6% | +8.2% |
| 3Y | +149.0% | +118.7% | +30.4% | +84.5% |
| 5Y | +285.3% | +269.4% | +15.9% | +122.1% |
| All | +373.1% | +695.7% | -322.5% | +57.8% |
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