+40.0%
ONTO vs WPM
+33.8%
+6.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.1% | +6.9% | +4.1% |
| 7D | -2.4% | +16.4% | -18.8% | -9.4% |
| 30D | -32.9% | -1.5% | -31.5% | -32.3% |
| 3M | -32.2% | +2.6% | -34.8% | -33.5% |
| 6M | -30.6% | -1.3% | -29.3% | -31.9% |
| YTD | +25.1% | +16.8% | +8.4% | +13.9% |
| 1Y | +40.0% | +34.1% | +5.9% | +20.7% |
| All | +40.0% | +33.8% | +6.3% | +20.7% |
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