+61.2%
ONTO vs WPM
+32.1%
+29.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.8% | +9.6% | +9.2% |
| 7D | +16.4% | +3.1% | +13.3% | +14.8% |
| 30D | -21.4% | -1.8% | -19.6% | -20.6% |
| 3M | -32.7% | +1.0% | -33.8% | -33.6% |
| 6M | -25.2% | -5.4% | -19.8% | -25.3% |
| YTD | +36.2% | +15.9% | +20.4% | +23.6% |
| 1Y | +61.2% | +30.8% | +30.3% | +37.9% |
| All | +61.2% | +32.1% | +29.0% | +37.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling