+99.7%
ONTO vs WSM
+233.0%
-133.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.1% | +4.1% | +5.1% |
| 7D | -1.0% | -3.3% | +2.2% | +0.7% |
| 30D | -2.9% | -8.4% | +5.5% | +1.4% |
| 3M | -2.5% | +9.7% | -12.1% | -7.0% |
| 6M | +28.2% | +16.7% | +11.5% | +18.4% |
| YTD | +69.8% | +28.7% | +41.1% | +49.2% |
| 1Y | +162.9% | +13.7% | +149.2% | +144.4% |
| All | +99.7% | +233.0% | -133.3% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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