+493.5%
ONTO vs WPM
+419.8%
+73.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.8% | +0.3% | -1.7% |
| 7D | +34.4% | -0.5% | +34.9% | +34.8% |
| 30D | -20.4% | -3.1% | -17.3% | -19.8% |
| 3M | -37.8% | -2.2% | -35.7% | -37.9% |
| 6M | -24.6% | -7.4% | -17.2% | -23.7% |
| YTD | +32.8% | +12.6% | +20.2% | +27.1% |
| 1Y | +54.7% | +22.8% | +31.9% | +44.6% |
| 3Y | +54.7% | +213.6% | -159.0% | +8.8% |
| 5Y | +134.0% | +211.2% | -77.2% | +59.7% |
| All | +493.5% | +419.8% | +73.7% | +213.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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