+6.7%
ONON vs WSM
+44.0%
-37.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +6.5% | -0.6% | +2.5% |
| 7D | +20.9% | +8.0% | +12.9% | +16.1% |
| 30D | +21.1% | +13.5% | +7.7% | +13.3% |
| 3M | +2.7% | +8.8% | -6.2% | -2.0% |
| 6M | +12.6% | +54.7% | -42.1% | -10.6% |
| YTD | -16.9% | +53.3% | -70.2% | -32.5% |
| 1Y | +6.7% | +41.1% | -34.4% | -11.7% |
| All | +6.7% | +44.0% | -37.3% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling