+508.7%
ONTO vs WPM
+434.7%
+74.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.8% | +9.6% | +9.1% |
| 7D | +16.4% | +3.1% | +13.3% | +15.4% |
| 30D | -21.4% | -1.8% | -19.6% | -21.1% |
| 3M | -32.7% | +1.0% | -33.8% | -33.4% |
| 6M | -25.2% | -5.4% | -19.8% | -24.8% |
| YTD | +36.2% | +15.9% | +20.4% | +29.2% |
| 1Y | +61.2% | +30.8% | +30.3% | +48.1% |
| 3Y | +58.7% | +222.6% | -164.0% | +10.7% |
| 5Y | +143.6% | +227.4% | -83.7% | +63.9% |
| All | +508.7% | +434.7% | +74.1% | +218.9% |
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