+101.9%
WMT vs ONTO
+115.7%
-13.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.2% | +1.3% |
| 7D | 0.0% | +4.9% | -4.9% | 0.0% |
| 30D | -7.4% | -16.6% | +9.2% | -7.2% |
| 3M | -10.9% | -7.3% | -3.5% | -10.9% |
| 6M | -12.7% | +45.9% | -58.6% | -14.2% |
| YTD | -3.2% | +78.2% | -81.4% | -5.6% |
| 1Y | +5.3% | +159.8% | -154.6% | +0.9% |
| 3Y | +101.9% | +123.4% | -21.6% | +84.9% |
| All | +101.9% | +115.7% | -13.8% | +84.9% |
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 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