+136.5%
WMT vs ONTO
+51.5%
+85.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.9% | +4.4% | +1.5% |
| 7D | +2.0% | +17.5% | -15.5% | +2.2% |
| 30D | +10.3% | -15.7% | +25.9% | +10.3% |
| 3M | +11.0% | -39.7% | +50.7% | +11.3% |
| 6M | -2.3% | -26.5% | +24.1% | -2.6% |
| YTD | +15.7% | +29.0% | -13.3% | +12.9% |
| 1Y | +26.0% | +57.0% | -31.0% | +22.1% |
| 3Y | +136.5% | +50.0% | +86.5% | +113.1% |
| All | +136.5% | +51.5% | +85.0% | +113.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling