+196.6%
WMT vs ONTO
+696.1%
-499.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.2% | +1.1% |
| 7D | 0.0% | +4.9% | -4.9% | -0.2% |
| 30D | -7.4% | -16.6% | +9.2% | -6.6% |
| 3M | -10.9% | -7.3% | -3.5% | -11.1% |
| 6M | -12.7% | +45.9% | -58.6% | -15.9% |
| YTD | -3.2% | +78.2% | -81.4% | -8.3% |
| 1Y | +5.3% | +159.8% | -154.6% | -3.3% |
| 3Y | +101.9% | +123.4% | -21.6% | +79.4% |
| 5Y | +134.6% | +265.8% | -131.2% | +92.1% |
| All | +196.6% | +696.1% | -499.5% | +98.9% |
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