+45.7%
ONTO vs WPM
+225.6%
-179.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.1% | +6.9% | +3.5% |
| 7D | -2.4% | +16.4% | -18.8% | -7.8% |
| 30D | -32.9% | -1.5% | -31.5% | -32.6% |
| 3M | -32.2% | +2.6% | -34.8% | -33.2% |
| 6M | -30.6% | -1.3% | -29.3% | -31.4% |
| YTD | +25.1% | +16.8% | +8.4% | +18.5% |
| 1Y | +40.0% | +34.1% | +5.9% | +28.6% |
| 3Y | +45.7% | +225.1% | -179.4% | +5.1% |
| All | +45.7% | +225.6% | -179.9% | +5.1% |
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