+238.0%
ONTO vs WPM
+254.8%
-16.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.2% | +6.5% |
| 7D | -1.0% | +1.1% | -2.1% | -1.4% |
| 30D | -2.9% | +26.4% | -29.2% | -9.8% |
| 3M | -2.5% | +20.8% | -23.3% | -8.6% |
| 6M | +28.2% | +1.1% | +27.1% | +25.3% |
| YTD | +69.8% | +32.5% | +37.3% | +55.3% |
| 1Y | +162.9% | +51.5% | +111.4% | +132.3% |
| 3Y | +95.9% | +267.0% | -171.1% | +33.4% |
| All | +238.0% | +254.8% | -16.8% | +113.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling