+45.2%
ONTO vs WPM
+212.7%
-167.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.9% | +8.2% | +10.1% |
| 7D | -14.0% | +16.9% | -31.0% | -18.9% |
| 30D | -43.1% | +2.0% | -45.0% | -43.5% |
| 3M | -35.5% | +8.9% | -44.4% | -37.6% |
| 6M | -41.1% | +1.6% | -42.7% | -42.2% |
| YTD | +9.8% | +16.5% | -6.7% | +4.2% |
| 1Y | +31.5% | +42.2% | -10.7% | +19.8% |
| 3Y | +45.2% | +213.3% | -168.1% | +7.5% |
| All | +45.2% | +212.7% | -167.6% | +7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling